Mahul Balar - Certified Financial Planner (CFP)

Area Served

About Mahul Balar - Certified Financial Planner (CFP)

Mahul obtained the CERTIFIED FINANCIAL PLANNER™ professional designation in 2012. Mahul began his career in 2006 at New York Life. With over 15 years experience, his focus is to provide investment and economic advice to individuals, families, professionals, executives and entrepreneurs. His primary intention centers on comprehensive financial planning, business planning, tax advantaged retirement strategies, life insurance planning, investments, and long term care planning.Mahul creates customized financial plans built on objectives that best fit his clients’ situation(s). His goal is to build a plan that is easy to understand, while using cutting edge strategies to set up his clients for success, with an ultimate goal of creating security and prosperity for themselves and their families.