Accredited Investment Fiduciary™ (AIF®), Chartered Retirement Planning Counselor™ (CRPC®), Certified Divorce Financial Analyst™ (CDFA®)
Financial Advisor Certifications
An Accredited Investment Fiduciary™
AIF™ designees have the ability to assist corporate trustees with retirement plans, and clients with implementing proper investment policies and procedures.
A Chartered Retirement Planning Counselor™
A CPRC® has been credentialed by the College of Financial Planning Board of Standards and is committed to competent and ethical behavior when providing retirement planning counseling.
Certified Divorce Financial Analyst™
A CDFA® is must pass intensive training program to become skilled at analyzing and providing expertise on the financial issues of divorce. CDFAs are accredited by the Institute for Divorce Financial Analysts™ (IDFA™), which is the premier national organization dedicated to the certification, education, and promotion of the use of financial professionals in the divorce arena.
Delhi University – New Delhi, India
BS Political Science (Honors), 1978
National-Louis University – Chicago, IL
BS Business Administration, 1992
Series 7, 63 and 65
Life and Health Insurance
Property and Casualty Insurance
2008-Present, Chicago, Illinois
Managing Principal, Leading Edge Wealth Management, Chicago, IL
1993-2007, Chicago, Illinois
Platinum Financial Advisor
Business Financial Advisor
American Express Financial Services Inc
Ameriprise Financial Services Inc.
Awards and Recognition
President’s Recognition Award 2001
Circle of Success Qualifier
Ameriprise Financial Services Inc