Asghar A. Kazim, CLU®, ChFC®, CFP®
President & Co-Founder, United Wealth Group LLC
Asghar has a passion for helping people realize their financial potential and optimize their assets.
His practice focuses on wealth management, retirement planning, and estate planning.
He collaborates with a network of planning professionals, money managers, estate planning attorneys, and CPAs to deliver a customized, institutional-style investment program along with a detailed financial analysis. His plans address clients’ insurance needs, retirement planning and distribution, and wealth accumulation and preservation.
Asghar primarily works with small, closely held businesses and high-net-worth individuals, offering comprehensive financial planning across all aspects of their financial lives.
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. AR Insurance License #703269. CA Insurance License #0C53306.