Asghar A Kazim, CLU®, ChFC®, CFP®
Principal & Co-Founder
Asghar is the Principal and Co-founder of United Wealth Group LLC, a wealth management firm in Princeton, NJ. For over 25 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.
Areas of focus:
Defined Benefit/401K Plans.
Investment Management.
Estate and Trust Planning.
Wealth and Risk Management
Awards/Distinctions:
Million Dollar Round Table
Top of the Table: 2014-2020.
Chairman’s Council 2018-2020
President’s Council 2014-2018
2020 Appointment - Guardian
Executive Committee
Education:
Rutgers University
BA Economics, Statistics
American College
Chartered Financial Consultant ®
Chartered Life Underwriter ®
* President’s Circle *
Licenses
FINRA Series 6, 7, 24, 63 & 65
CFP Board Approval
Certified Financial Planner ®
Registered Representative and Financial Advisor of Park Avenue Securities and Financial Representative of Guardian. AR Insurance License #703269, CA Insurance License #0C53306