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Princeton Executive Center
4301 Route 1 South; Suite 220
Monmouth Junction, NJ 08852

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United Wealth Group LLC

(732) 355-1050

 
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Asghar A Kazim, CLU®, ChFC®, CFP®

Asghar A Kazim, CLU®, ChFC®, CFP®

Principal & Co-Founder

(732) 355-1050

(732) 355-1051

akazim@unitedwealthllc.com

Asghar is the Principal and Co-founder of United Wealth Group LLC, a wealth management firm in Princeton, NJ. For over 20 years, Asghar has carried a passion for helping people realize their financial potential and optimize their assets.

Asghar works with a network of Planning Professionals, Money Managers, Estate Planning Attorneys and CPA's to bring a customized Institutional style Investment program and a detailed financial analysis. In his plans, Asghar addresses his clients Insurance, Retirement planning and Wealth accumulation and preservation needs.

He works primarily with small closely held businesses and high net worth individuals in all aspects of financial planning and coaching.

 

  Registered Representative & Investment Advisor of Park Avenue Securities, Financial Representative of Guardian

 United Wealth Group LLC is not a registered investment advisor.

Areas of focus:

Defined Benefit/401K Plans.

Investment Management.

Estate and Trust Planning.

Wealth and Risk Management

 Awards/Distinctions:

Life and qualifying member of the Million Dollar Round table (MDRT.org): 1999- 2018

Inducted to the MDRT Honor Roll in 2016

Top of the Table: 2014 - 2018.

President’s council award from Guardian life: 2011 – 2018

Leaders club qualifications: 2004 - 2018

 

Education:

Rutgers University - BA Economics, Statistics

American College - Chartered Financial Consultant ChFC ® and Chartered Life Underwriter CLU ®. *President's Circle*

 

Licenses: FINRA Series 6, 7, 24, 63 & 65

 Organizing Affiliations/Partnerships:

AIF – American Indian Foundation

GSCS - Garden State Chiropractic Society

APTANJ – American Physical Therapy Association of New Jersey

Princeton Chamber of Commerce

AALU – Leadership for Advanced Life Underwriting

  He lives in South Brunswick, NJ and his office is located in Princeton. 

 Asghar enjoys reading, music, travel, New York Yankees and actively plays golf and cricket.

 United Wealth Group

4301 Route 1 South   Suite 220
Monmouth Junction, NJ 08852

www.Unitedwealthllc.com

 Princeton, NJ    New York, NY    Woodbury, NY

 

 

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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.

Copyright 2021 FMG Suite.

Asghar Kazim

California Insurance License # 0C53306  AR Insurance License #703269

Securities products and advisory services offered through Park Avenue Securities LLC (PAS), member FINRA, SIPC. OSJ: 355 Lexington Avenue, 9th Floor, New York, N Y 10017-

6603, 212-541-8800. PAS is a wholly owned subsidiary of The Guardian Life Insurance Company of America® (Guardian), New York, NY. This firm is not an affiliate or subsidiary of PAS.

United Wealth Group LLC is not an affiliate or subsidiary of PAS or Guardian.

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2019-84184  Exp. 8/31/2021

Contact

United Wealth Group LLC
Office: (732) 355-1050
Fax: (732) 355-1051

Princeton Executive Center
4301 Route 1 South; Suite 220
Monmouth Junction, NJ 08852

FINRA Series 6, 7, 24, 63 & 65

akazim@unitedwealthllc.com

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