Sanjiv Jaswal
President at SJ Insurance and Financial Services and Financial Planner at Prudential. I help clients to achieve their financial and life goals that take time and organization to accomplish.
- Role
- Financial Planner at Pruco Securities, Llc at Prudential Financial
- Location
- New York, NY, US
- LinkedIn followers
- 500 followers
About Sanjiv Jaswal
I help clients evaluate and understand their current situation, develop goals, and use specific solutions that are right for them, based on their specific needs, objectives and risk tolerance. My typical client is a busy family, working professional, or business owner that needs help, and values professional guidance. I center my practice on integrity and trust. Who I can help: • Families that need comprehensive asset management or help with a specific need, such as insurance or investment management. • Business owners or individuals that have experienced or will be experiencing a liquidity event, such as an inheritance or real estate sale. • Individuals or businesses that are seeking tax efficient solutions for their retirement income planning. • Business owners that need group healthcare* coverage. • Businesses or professionals that would like to implement retirement plans (e.g, 401(k) plans or SEP plans). • Businesses or professionals that need professional liability or commercial insurance coverage for their premises or professional needs. I do this in partnership with Couch Braunsdorf, which is a commercial provider. • Anyone seeking a review of their home/auto insurance coverage. I partner with Plymouth Rock and Liberty Mutual. How I deliver results: • I use world class solutions by leveraging strategic relationships. • Align solutions with client goals, by using products and services that fit those objectives and risk tolerance. • Deliver periodic review and make changes if necessary, based on life changes. I have earned the CERTIFIED FINANCIAL PLANNER™ certification, RICP® (Retirement Income Certified Professional) designation, CLU® (Chartered Life Underwriter) designation, ChFC® (Chartered Financial Consultant) designation and WMCP® (Wealth Management Certified Professional) designation. I have a BS in Economics from NYU (Stern School of Business).
Experience
Financial Planner at Pruco Securities, Llc
Jan 2013 — Present · Mamaroneck, NY, US
Education
New York University - Leonard N. Stern School of Business
Economics
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