Kanwar Chawla

"I offer transparent, honest, and realistic advice to help my clients improve their financial well-being. Nothing is more rewarding than being able to celebrate with them as they reach their financial goals.”

Kanwar takes the time to get to know each of his clients in order to fully understand their goals and priorities. The combination of his expertise, experience and personal approach ensures that his clients are provided with a comprehensive plan to help them reach their goals. Kanwar has earned his Certified Financial Planner designation, the gold standard of financial planning designations. 

Kanwar focuses on building meaningful long-term relationship with his clients by creating a foundation built on mutual respect and trust. His goal is to work through the many stages of his clients’ lives, building and updating their plan along the way to achieve financial wellness, whatever that may mean for them.

He takes pride in taking a proactive approach to keep clients up to date and to anticipate their needs. He takes a comprehensive approach, and with the complementary skills of his team of specialists in investments, wealth protection and business, can provide a plan and ongoing services that take all clients' needs into account.

Learn more about the value of working with a financial advisor.