Episode 26 - Vishaw Sondhi | Vishaw Sondhi, CPA P.C

Episode 26 - Vishaw Sondhi | Vishaw Sondhi, CPA P.C

Vishaw Sondhi is the founder and President of Vishaw Sondhi, CPA P.C., a firm that provides comprehensive wealth management, tax planning, and accounting services for business owners and individuals. He is a Certified Public Accountant (CPA) a Retired Income Certified Professional (RICP®), and a Personal Financial Specialist (PFS) with over 35 years of experience in the financial industry.

His mission is to help clients plan for their financial future by implementing the right wealth management approach, which combines financial strategies to fit their goals and personality. Vishaw takes the time to get to know you and build a comprehensive financial plan that is uniquely yours because he knows that no two families are alike.

The following are some of the services that he provides:

  • Individual & Corporate Tax Planning
  • Wealth Management
  • Legacy Planning
  • Retirement Income Planning (401k, IRA, Pension Plans)
  • College Planning (529 plans)
  • Investments
  • Long-Term Care Planning
  • Disability Income Planning
  • Small Business Services


Contact Information:

Phone: 732-542-1777

Fax: 732-542-3444

Email: vishaw@vsondhicpa.com

Vishaw Sondhi is a Registered Representative of The Leaders Group Inc. Member FINRA/SIPC. Tax advice and accounting services are offered independently of The Leaders Group Inc. Vishaw is licensed to sell securities in New Jersey and New York. He is also insurance-licensed in New Jersey and New York and many other states.

See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Tämä jakso on lisätty Podme-palveluun avoimen RSS-syötteen kautta eikä se ole Podmen omaa tuotantoa. Siksi jakso saattaa sisältää mainontaa.

Jaksot(36)

Episode 37 - Rick Durkee, RICP® | Coastal Financial Planning Group, Founder

Episode 37 - Rick Durkee, RICP® | Coastal Financial Planning Group, Founder

Rick Durkee, RICP, LUTCF | FOUNDER & RETIREMENT INCOME CERTIFIED PROFESSIONALRick Durkee is an author, radio host, and community leader. His professional purpose is to help others realize their dream ...

5 Helmi 26min

Episode 36 | Brigette Engstrom - Founder and CEO of Blue Monarch Financial Services

Episode 36 | Brigette Engstrom - Founder and CEO of Blue Monarch Financial Services

Brigette EngstromFounder & CEOBrigette Engstrom has been a licensed insurance professional since 2000 and is the Founder and CEO of Blue Monarch Financial Services. With a focus on retirement income s...

15 Tammi 23min

Episode 35 | Greg Parady - CEO/Founder of Parady Financial Group Inc.

Episode 35 | Greg Parady - CEO/Founder of Parady Financial Group Inc.

Parady Financial Group is led by Greg Parady, considered by industry peers as the #1 income and annuity professional in the country. Greg is a renowned retirement strategist, author, and speaker, is a...

8 Tammi 25min

Episode 34 | Bruce Hosler – Founder of Hosler Wealth Management

Episode 34 | Bruce Hosler – Founder of Hosler Wealth Management

Bruce, the founder and principal of Hosler Wealth Management, with offices in Prescott and Scottsdale, brings over 28 years of experience to the table. He serves pre-retirees, retirees and widows, and...

1 Tammi 26min

Episode 33 | Mike Milligan | One Oak Financial

Episode 33 | Mike Milligan | One Oak Financial

Mike Milligan, a Certified Financial Planning Professional, author, podcast and radio show host, and university lecturer, brings 26 years of experience to the financial planning industry. After beginn...

18 Joulu 202532min

Episode 32 - Coach Pete D'Arruda | Capital Financial

Episode 32 - Coach Pete D'Arruda | Capital Financial

Peter J. D’Arruda, MRFC®, RICP®, is former two-time President of the IARFC (International Association of Registered Financial Consultants), an Investment Advisor, fiduciary, and has been in the financ...

11 Joulu 202526min

Episode 31 - Deborah West | AGAPE Retirement Group, LLC.

Episode 31 - Deborah West | AGAPE Retirement Group, LLC.

Deborah West, President & FounderAs a proud daughter of a U.S. Army Veteran, Deborah West has taken pride in serving the financial needs of clients since 2000. She founded AGAPE Retirement Group, LLC ...

4 Joulu 202524min

Episode 30 | Michael Dehal, Senior Portfolio Manager, Private Client Group

Episode 30 | Michael Dehal, Senior Portfolio Manager, Private Client Group

With a calm demeanor and purposeful approach, Michael applies his more than 20 years of industry experience in guiding clients toward meaningful goals. His disciplined investment philosophy and unshak...

27 Marras 202513min

Suosittua kategoriassa Liike-elämä ja talous

sijotuskasti
psykopodiaa-podcast
mimmit-sijoittaa
rss-oivalluksia-rahasta-elamasta
rss-rahapodi
ostan-asuntoja-podcast
rss-karon-grilli
inderespodi
rahapuhetta
oppimisen-psykologia
asuntoasiaa-paivakirjat
rss-inderes
rss-rahamania
rss-porssipuhetta
rss-sami-miettinen-neuvottelija
vapauta-supervoimasi-podcast
lakicast
rss-paasipodi
rss-bisnesta-bebeja
rss-itsmeharryfi-podcast