Asghar Kazim is the founder and Principal of United Wealth Group, a wealth management firm in Princeton, NJ. For over 25 years, he has carried a passion for helping his clients realize their financial potential, by using progressive ideas and uncommon financial wisdom.
Asghar provides his clients the framework to grow, protect and enjoy their wealth for multiple generations. He believes, it's not how much money you make, but how much money you save, how hard it works for you, and how many generations you keep it for.
Asghar translates his client’s priorities into a lifelong financial strategy that gives them more confidence to achieve their goals. With their objectives as his guide, he develops an integrated financial plan that addresses every stage of life, while minimizing risk and tax exposure.
Asghar works with a team of planning professionals, money managers, estate planning attorneys and tax advisors to co-create detailed estate and legacy plans and customized investment portfolios.
Asghar has been featured in the US News & World Report discussing retirement planning. He has participated in multiple panels and conferences throughout the country on topics ranging from estate, retirement, investment and insurance planning.
Achievements and Education
Graduate of Rutgers University - Economics and Statistics
Chartered Financial Consultant ®
Chartered Life Underwriter ®
CFP Board Approval
Certified Financial Planner ®
Qualifying member of the Guardian’s President Council from 2012-2022
Qualifying member of the Guardian’s Chairman’s Council from 2018-2022
Pinnacle Council Park Avenue Securities 2021
Lifetime qualifying member of the million dollar round table
FINRA Series 6, 7, 24, 63 & 65
This award is not issued by Guardian or its subsidiaries. The annual Forbes ranking of Best-In-State Wealth Advisors List 2023 is based on criteria developed and obtained by SHOOK Research, LLC. No compensation was provided in connection with obtaining this rating; however, advisors may choose to pay fees to Forbes and Shook for premium listing features; including, usage rights of the ranking logo. Past performance is not an indication of future results.
Registered Representative and Financial Advisor of Park Avenue Securities and Financial Representative of Guardian. AR Insurance License #703269, CA Insurance License #0C53306