Sunil Nagpal
Financial Advisor
Biography
I offer an analysis of your current financial situation and help you:
- Identify financial goals and concerns
- Illustrate what is being done to reach your goals and deal with concerns
- Identify gaps if present, and offer solutions to fill them
Focus Areas
- Charitable Giving
- Insurance Strategies
- Group Benefits
- Risk Management Strategies
- Estate Planning
- Investment Strategies (Reg. Reps Only)
- College Funding Strategies
- Retirement Strategies
Languages
- English
CRN202207-267436
Check the background of this investment professional on FINRA's BrokerCheck