Vijay Khetarpal

President & CEO Fiduciary Financial Advisory and Planning Services @Integrity Financial Group, Llc

Rockville, MD, US
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Jan 1996 — Present

President & CEO Fiduciary Financial Advisory and Planning Services @Integrity Financial Group, Llc

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Actively Managed Investment Advisory Services; Retirement Income Maximization strategies; Estate, Business and Charitable Planning with Tax favored strategies from multi company insurance and annuity programs with a focus on employee benefits for companies in the technology sector of upto 300 employees and individuals with investible assets of or more. Securities and investment advisory services offered through Royal Alliance Associates, Inc. member FINRA/SIPC. Royal Alliance Associates, Inc. is separately owned and other entities and/or marketing names, products or services referenced here are independent of Royal Alliance Associates, Inc.18••••••••56

EDUCATION

1987 — 1988

The American College of Financial Services

Chartered Life Underwriter, Life Insurance

1969 — 1974

Mayo College, Ajmer

HS, Humanities/Humanistic Studies

1988 — 1989

The American College of Financial Services

Chartered Financial Consultant, Financial Planning and Services for Business Organizations

1975 — 1978

St. Stephens College, Univ. of Delhi

B.A. (Hons), Economics

1990 — 1990

College for Financial Planning

Certified Financial Planner, Financial Planning and Services for Individuals

SKILLS

Start-UpsRetirement PlanningCustomer ServiceBusiness PlanningEstate PlanningInvestorsManagement ConsultingBusiness StrategySalesBusiness DevelopmentTaxFinanceBrokersNonprofitsStrategyEntrepreneurshipLoansInvestment PropertiesStrategic Financial PlanningMortgage Lending

ABOUT VIJAY KHETARPAL

Have you outgrown your Financial Advisor? Vijay Khetarpal has been dedicated to…

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Vijay Khetarpal — President & CEO Fiduciary Financial Advisory and Planning Services at Integrity Financial Group, Llc in Rockville, MD, US | Unifers