Broker Check
Arjun Kapoor, CFA

Arjun Kapoor, CFA

Financial Advisor

732.355.1050

732.355.1051

akapoor@uwgllc.com

Arjun is a Financial Advisor at United Wealth Group. For almost a decade, Arjun has worked at prestigious firms such as Goldman Sachs & ICONIQ Capital, where he has carried a passion for helping people realize their financial potential and organize their assets. Arjun works with a network of Planning Professionals, Money Managers, Estate Planning Attorneys and CPAs to create customized investment programs and detailed financial analysis. In his plans, Arjun works to address his clients insurance, retirement planning, wealth accumulation and preservation needs.

Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. CA Insurance License #4385980.