CFP® and CERTIFIED FINANCIAL PLANNERTM are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board's initial and ongoing certification requirements.

Mahul J. Balar, CFP®

Partner

FINANCIAL CONSULTANT

TPS Financial
333 Thornall St
8th Floor
Edison, NJ 08837
Phone: (732) 452-6928
Cell:      (908) 246-7945
E-mail: mbalar@tpsfinancial.com

Professional Background

Mahul obtained the CERTIFIED FINANCIAL PLANNER™ professional designation, with Equitable Advisors, LLC in Edison, New Jersey in 2012. Mahul began his career in 2006 at New York Life. With over 10 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, life insurance planning, investments,
college saving plans and long term care planning.

Mahul creates customized financial plans built on objectives that best fit your situation. His goal is to accomplish these objectives through an approach that is easy to understand resulting in a personal financial road map guiding you through the various phases of your personal life events, with an ultimate goal of creating security and prosperity.

  • 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

He and his wife Tina live in Somerset, NJ, with their daughter Aanya.