Devika Kamboh CFP® MBA CLTC

Senior Financial Planner
Special Needs Planner
Investment Advisor Representative

 

 

 

Kamboh Financial Planning
 

Congratulations!!

You have just taken a positive step towards achieving financial independence.

What, exactly, is financial planning?  It is a process to create a customized road map that helps you attain your financial goals, given the resources available and your current commitments.

Can a road map change?  Of course it can. A good financial plan (and a good financial planner) should be flexible and adapt to your changing needs and priorities. There is no right or wrong answer.

Our team of financial planners help professionals and business-owners make informed decisions about issues that affect their financial well-being. By creating practical strategies for your personal and business goals, we can help you attain financial freedom. You can count on us to be your guide and most trusted advisor.

For more information click on the Areas of Financial Planning tab on the left hand menu.

ARE YOU FISCALLY FIT?  Find out by scheduling a complimentary financial planning session. Call (212) 578 2985.

 

Do you or someone you love have a child or dependent with special needs? Contact me for details devikak@financialguide.com

If you would like to attend or schedule a future workshop on Special Needs Planning, please email me at dkamboh1@financialguide.com.  These workshops will help you ensure that your dependent gets the quality care that they deserve.  They will address financial concerns related to caregiving for both minors and dependents who are over the age of 18. 

Venue: 277 Park Avenue on Park Ave (between East 47th and East 48th Street), 41st Floor, Manhattan.

 Career Opportunities

We have positions open for dynamic and entrepreneurial financial professionals in our firm. There are two types of candidates that we are interviewing presently: experienced financial representatives, and secondly, candidates looking to transition into the financial services industry. We provide comprehensive training and have a successful support infrastructure that will enable the right candidates to develop a successful practice. Please contact Devika Kamboh at 212 578 2985 for details.   Kamboh Financial Planning is proud to be an Equal Opportunity Employer

 

 
 

Securities and investment advisory services are offered through qualified registered representatives of MML Investors Services, LLC, Member SIPC.

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