Professional Background

Mahul obtained the CERTIFIED FINANCIAL PLANNER™ professional designation in 2012. Mahul began his career in 2006 at New York Life. With over 15 years experience, his focus is to provide investment and economic advice to individuals, families, professionals, executives and entrepreneurs. His primary intention centers on comprehensive financial planning, business planning, tax advantaged retirement strategies, life insurance planning, investments, and long term care planning.

Mahul creates customized financial plans built on objectives that best fit his clients’ situation(s). His goal is to build a plan that is easy to understand, while using cutting edge strategies to set up his clients for success, with an ultimate goal of creating security and prosperity for themselves and their families.

• B.S. Business Economics
• Rutgers University
• Holds FINRA 6, 7, 63 & 65 registrations
• CERTIFIED FINANCIAL PLANNER™ professional
• Life & Health Insurance Licenses
• Member of the Million Dollar Round Table (MDRT)

Personal

Mahul lives in Manalapan, NJ with his wife, Tina, and two children Aanya and Dylan.