Sanjay Arora, MBA, CLU®, CFP®, RICP®

Wealth Management Advisor

All planning decisions revolve around the planning horizon. There are items ABOVE the horizon such as your mission, vision, values and goals (the what) and there are items BELOW the horizon such as strategies, tactics, and tools (the how).  To best serve his clients, Sanjay Arora works by helping them get clarity on the goals THEN he thinks creatively about finding and implementing the suitable solutions.  Sanjay Arora works with his clients to continually manage the results in light of changing circumstances in their evolving life.  Most people get trapped below the horizon and focus on the solutions before they have clarity around what they are trying to achieve.  Sanjay Arora's clients end up at a different place because he starts at a different place.

Sanjay Arora's clients choose to engage him as their trusted advisor because he helps them to develop and implement financial plans they can be proud of.  He serves his clients by helping them manage risk and accumulate wealth through tax-efficient strategies to achieve their financial goals.

Our Strength is Your Strength

For more than 160 years, we’ve been there for people when they need us most, through all economic conditions. We’re pleased to announce that 2017 was another strong year. Read more.

If you live for it, we’ll help you plan for it.

See what our version of financial planning looks like.

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Good News for Our Clients

In 2018, we expect to again lead the industry in total dividends paid to our clients. Read more.

 

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