As a financial advisor in New York City for over 25 years with a passion to help families, corporate executives, and business owners with the accumulation, preservation and distribution of wealth, Anil has learned that clients want clear, concise financial counseling that makes sense. What they do not want is a disappointing, product-pushing experience with no consideration for their situation or long-term aspirations.

Anil’s goal is to put clients and their families on the path to financial independence and work toward achieving their goals. He does this by providing objective advice, flexible investment strategies, and complete transparency through a comprehensive array of financial services tailored to individual clients’ needs and objectives. His mission is to provide experienced guidance and exceptional personalized service so clients can gain confidence in your financial future. Anil builds relationships with his clients through honest and open conversations and by treating them the same way he would treat his family and friends. Anil uses a client-centric process focused on pursuing specific milestones he creates with his clients. His comprehensive planning process is designed to help identify clients’ needs, implement strategy and monitor it regularly to help clients stay on course.

He received his bachelor’s in Finance and Investments from Baruch College. He holds his FINRA Series 7 and 63 securities licenses with LPL along with life and health insurance licenses in CA, CT, DC, FL, NJ, NY, OH, PA, RI, and TX.

Paul has been an investment manager committed to helping individuals and small business owners for over 30 years. Paul’s focus and approach to his business is to provide the highest possible level of service to his clients. He does this through personalized financial plans that are innovative and designed to help clients work towards achieving their individual goals.

With a focus on financial planning, retirement planning and income strategies, he uses a multitude of products to support his clients’ customized financial plans. He specializes in working with retirees as well as high-net worth individuals. Paul is passionate about providing goals-based strategies to his clients and offers them flexibility, often traveling to meet where convenient or through virtual meetings. Paul enjoys working with LPL Financial as an independent investment manager because there is no obligation to work with any specific firms, agencies, or products and is able to provide suitable products and services to address his clients’ goals.

Paul believes that his strongest assets are the relationships he establishes with his clients.

Paul received his Bachelors in Accounting from St. Johns University and holds his FINRA Series 7, 24, 53, and 63 securities licenses with LPL along with life and health insurance licenses in CA, DE, FL, KY, NJ, NM, NY, PA, TX, and ID.