CFP® RMA® CDFA® ChFC® CLU® RICP®; Certified Annuity Specialist® (CAS®)
Ashok’s clients are geographically diverse and at all different stages in their lives, but they share a common goal: retiring comfortably without outliving their savings. As an investment advisor representative he helps people accumulate wealth and/or generate retirement income while eliminating many risks that are common to market investing.
A graduate of UCLA, Ashok started his professional career at a securities trading firm straight out of school before working for an asset management firm in the San Francisco Bay Area. As an independent agent, Ashok always acts in the client’s best interest when introducing products and strategies. He is committed to lifelong learning and surrounds himself with thought leaders.
Before moving to Washington state, Ashok volunteered with Big Brothers Big Sisters of the North Bay where he served on the Board of Directors and as a Big Brother, and Junior Achievement of Northern California where he regularly volunteered in classrooms and sat on one of their local advisory boards.
Ashok’s parents instilled in him a strong work ethic, pride in his work, and a commitment to helping people in every capacity. Whether he is helping students with their math problems or helping clients solve their financial problems, Ashok lives by these lessons everyday.