About Me

With over 12 years of experience in the financial services industry, Kamal is a seasoned insurance and investment advisor dedicated to helping clients achieve their financial goals and secure their future. As a Certified Financial Planner®, Kamal brings a wealth of knowledge and expertise in crafting personalized financial strategies that helps clients secure their financial future through a comprehensive approach to insurance and wealth planning. Throughout his career, Kamal has built a reputation for his deep understanding of insurance and investment products and has helped countless individuals and families protect their assets, grow their wealth, and plan for a comfortable retirement. He specializes in creating tailored financial strategies that address each client’s unique need and long-term objectives. Kamal is committed to building long-term relationships with clients, offering unbiased client-centered advice in an easily understandable manner. Kamal has earned the trust of a diverse client base, from individual and families to small businesses and high-net-worth clients. Kamal holds a bachelor’s degree in science from M S University of Baroda and maintains several industry certifications in addition to his CFP® designation. He is dedicated to continuous learning and staying abreast of industry trends to provide his clients with the most current and effective financial solutions.

My Experience

After having a discussion with you about what your unique insurance needs are, I can help you to understand what insurance solutions would be an integral part of your total financial plan.