Broker Check
Rajan Kumar

Rajan Kumar

President/CEO

Rajan has been a financial advisor for 21 years. He holds Series 7 with LPL Financial and 66 with Private Advisor Group and LPL Financial, as well as life, accident, and health licenses. His areas of specialization include retirement, tax, estate, investment, and distribution planning. He holds a B.S. from SUNY Plattsburgh (’97). He has worked with several not-for-profit organizations in designing endowment plans.