
Kiran Kumar Cfa
I am passionate about building strong trust-worthy relationships with my clients and be known as an important part... | East Brunswick, New Jersey, United States
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Kiran Kumar Cfa’s Location East Brunswick, New Jersey, United States
Kiran Kumar Cfa’s Expertise I am passionate about building strong trust-worthy relationships with my clients and be known as an important part of their success story! I work with clients anticipating their life transitions and to be financially prepared, by regularly assessing any potential life transitions to help them navigate through the financial planning and investment management Processes. As a financial advisor to Professors, Medical Directors and Business owners, I know that: ❌You are concerned about having sufficient money in retirement and not outlive those funds and be able to leave a legacy? ❌You are stressed out from looking for an expert to guide you through your tax efficiency Strategies and portfolio diversification? ❌you are looking for guidance on a Risk Management Plan and Asset Protection for what you have worked hard for in life! Trying to manage it all yourself, just simply won’t work. Managing a business and finance both makes them feel overwhelmed and their busy schedule even more hectic. Our Trust-worthy Financial & Estate Planning Process allows you, as a Professional, to: ✔ Save time and energy to create more work/home life balance. ✔ Be More Confident by Knowing That Your Wealth is Professionally Managed ✔ Enjoy full control over YOUR finances, up to date information and peaceful time with your loved ones. I would like to show you how you can achieve peaceful control over your financial planning needs and save time for more important tasks of your busy life. Best part of this initial meeting is that you meet me online from the comfort of your own home. Let’s book a 20 minutes online discovery meeting to learn more about how I can help you build a solid financial & Retirement plan while you enjoy the freedom of having extra time in your schedule for more important things. My contact information is below, please call or email me or reach via LinkedIn: ☏ 646-785-6201 ✉ [email protected] https://www.capitallegacy.net/ Registered representative of The Leaders Group, Inc. Member FINRA/SIPC
Kiran Kumar Cfa’s Current Industry The Capital Legacy
Kiran
Kumar Cfa’s Prior Industry
Credit Suisse
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Morgan Stanley
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Gerstein Fisher
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Tie New York
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The Capital Legacy
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Work Experience

The Capital Legacy
Wealth Advisor, Managing Partner
Thu Jul 01 2021 00:00:00 GMT+0000 (Coordinated Universal Time) — Present
Tie New York
Director Board Of Directors
Fri Jan 01 2021 00:00:00 GMT+0000 (Coordinated Universal Time) — Sat Jan 01 2022 00:00:00 GMT+0000 (Coordinated Universal Time)
Gerstein Fisher
Senior Private Client Advisor
Tue Jan 01 2019 00:00:00 GMT+0000 (Coordinated Universal Time) — Fri Jan 01 2021 00:00:00 GMT+0000 (Coordinated Universal Time)
Morgan Stanley
Director of Business Strategy, Private Wealth Management
Fri Jan 01 2016 00:00:00 GMT+0000 (Coordinated Universal Time) — Tue Jan 01 2019 00:00:00 GMT+0000 (Coordinated Universal Time)
Credit Suisse
Vice President, Private Banking & Wealth Management
Mon Jan 01 2007 00:00:00 GMT+0000 (Coordinated Universal Time) — Fri Jan 01 2016 00:00:00 GMT+0000 (Coordinated Universal Time)