I started as an advisor in June 1998 at MetLife office in Trevose, PA. I went independent in September of 2002 and have been serving my clients under the name RNZ Wealth Management.
I have two designations, ChFC ( Chartered Financial Consultant) and LUTCF ( Life Underwriter Training Councel Fellow), both from The American College of Financial Planning. I have a Bachelor’s degree in Political Science & Government from Punjab University.
I joined Atrium Financial Associates in July 2020. This transition has helped me serve my clients even better as I now have more resources and capabilities available to me.
I believe everyone needs a Financial Plan and advise all my clients based on their own unique Plan that we put together to reflect their deeply held values, their goals and their current situation.
Most of my clients are physicians, dentists, executives and business owners. This fiercely independent group of people have strong desire to excel in everything they do and financial planning for their life’s different stages is very important to them and their families. They love the practice of going though a Financial Road Map followed with a Strategy to put everything together and monitor the plan on an ongoing base while staying nimble to handle any sudden changes to their circumstances.
I have been married to Rukhsana since 1986. We have three smart children and two beautiful grand-children, Freya and Axel. Rukhsana and I love going to Hershey, PA to see Freya and Axel and spend some quality time with them.
Securities and investment advisory services offered through Woodbury Financial Services, Inc. member FINRA/SIPC. Woodbury Financial Services, Inc. is separately owned and other entities and/or marketing names, products or services referenced here are independent of Woodbury Financial Services, Inc. Atrium Financial Associates LLC is independent of WFS. Insurance services also offered by Atrium Financial Associates LLC.