I am passionate about helping clients make smart decisions about their finances.


Education:

A native of India, Amit grew up in Kathmandu, Nepal, and attended Graceland University in Lamoni, Iowa. He graduated with Bachelor of Arts (Honors) degrees in Business Administration (Finance) and Information Technology. Further, he received his MBA from the University of Iowa. Amit also obtained the prestigious Chartered Financial Analyst (CFA) designation. Amit is a member of CFA Institute and CFA Society of Iowa.

Experience: 

Amit has worked in the financial and investment industry since 2004 and has honed the skillset required to help organizations and individuals pursue their financial objectives. Amit brings his in-depth investment and financial planning knowledge to assist clients in planning and pursuing their goals.
 

Credentials:

  • Series 7, 66 & 24 Held Through LPL Financial
  • Life & Health Insurance Licenses
  • CFA Charter Holder 
     

Personal Life:

Amit lives in Clive with his wife, Neha, and their daughters, Naina & Tania. Amit enjoys spending time with his family, playing pickup sports and rooting for Kansas City Chiefs and Iowa Hawkeyes.
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