Vikalp Agrawal
Financial planner and Bhakti Yoga practitioner
- Role
- Investment Advisor Representative at Tucker Wealth
- Location
- Charlotte, NC, US
- LinkedIn followers
- 500 followers
About Vikalp Agrawal
Over 18+ years experience of working in finance domain and Life insurance and Annuity…
Experience
Investment Advisor Representative
Jun 2024 — Present
I am now registered IAR. I am adding portfolio management of your individual brokerage accounts, IRAs, HSA etc to my list of services. Following are some advantages of having a financial advisor1. Get professional advise and monitoring2. Remove personal biases and emotions from investment decisions3. Access to advance tools to manage changing lifestyle and goalsOver any typical financial advisor my services will include1. Investment decisions based on holistic financial plan which is goal driven and not just managing account in silo2. Tax optimization at every stage to minimize current tax burden and future tax liability3. Yearly tax filing 4. Access to advance portfolios which minimize the downside risks5. Unlimited adhoc access for any queries related to personal finance at no extra chargeIf you would like to know more and discuss can book the initial no obligation meeting using below linkhttps://bit.ly/MeetVikalpDisclosure: “Investment Advisory Services Provided by Tucker Asset Management LLC, a Registered Investment Advisor. DesireTree Financial Services LLC and Tucker Asset Management are independent entities.”
Education
Devi Ahilya Vishwavidyalaya
BE
1995 — 1999
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