Charitable Giving, Insurance Strategies, Group Benefits, Risk Management Strategies, Estate Planning, Investment Strategies (Reg. Reps Only), College Funding Strategies, Retirement Strategies
English
Sunil’s goal is to provide families and business owners with assistance in building their financial freedom. Sunil’s attributes his success to being driven by a passion for helping people achieve their goals. “The most important part of any
relationship is a complete understanding of a person’s most important goals,” he says. “And, by continuously evaluating their situation and progress, we are able to manage the risks they face and help them take advantage of their best opportunities.”
He is a long-time resident of Concord/Kannapolis, NC and a member of Hindu Center of Charlotte, NC. Sunil is happily married to his wife, Kelly with three sons and four grandchildren.
CRN202510-3153293
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