Chartered Life Underwriter® (CLU®) 2009-2011 (Insurance Planning)
2009-2011
The American College
Chartered Advisor in Senior Living® (CASL®) 2011-2012 (Retirement Planning)
2010-2011
University of Aberdeen
Bachelors Degree in Engineering 2001-2003 (Mechanical Engineering)
2001-2003
University of Pune
Bachelors Degree in Mechanical Engineering 1996-2000 (Mechanical Engineering)
1996-2000
Ashish Tomar Skills
Risk Management
Investments
Retirement Planning
Lifetime Income Strategies
Wealth Preservation Planning
Multi-Generational Wealth Transfer
IRA Rollovers
Legacy Planning
Asset Protection
Thought Leadership
Wealth Transfer Strategies
Succession Planning
Gifting Strategies
Business Exit Strategy
Buy-sell Agreements
Long Term Care Insurance
IRAs
Insurance
Estate Planning
Wealth Transfer
Financial Planning
Wealth Preservation
Strategic Planning
Financial Services
Wealth Management
Lifetime Income
Multi Generational Wealth Transfer
Buy Sell Agreements
Multi Generational
Management
Retirement
Ashish Tomar Summary
Ashish Tomar, based in Saint Paul, MN, US, is currently a President and Financial Adviser at Akshya Financial. Ashish Tomar brings experience from previous roles at Eagle Strategies LLC., Hague Estate LLC., New York Life Insurance Company and Securian Financial. Ashish Tomar holds a 2010 - 2012 Chartered Financial Consultant® (ChFC®) 2009-2011 in Financial Planning @ The American College of Financial Services. With a robust skill set that includes Risk Management, Investments, Retirement Planning, Lifetime Income Strategies, Wealth Preservation Planning and more. Ashish Tomar has 3 emails and 3 mobile phone numbers on RocketReach.
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