Ashish Tomar Email & Phone Number
President and Financial Adviser @ Akshya Financial
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Ashish Tomar Location
- Saint Paul, MN, US
Ashish Tomar Work
- 2006 -now President and Financial Adviser @
- 2006 -now Financial Adviser @
- 2009 -now Founder @ Hague Estate LLC.
- 2006 -now Agent @
- 2003 -2006 Analyst @ Securian Financial
Ashish Tomar Education
- The American College of Financial Services
Chartered Financial Consultant® (ChFC®) 2009-2011 (Financial Planning)
2010-2012 - The American College of Financial Services
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 2 mobile phone numbers on RocketReach.
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