Mahul obtained the CERTIFIED FINANCIAL PLANNER™ professional designation, with his current broker-dealer, now 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)
He and his wife Tina live in Somerset, NJ, with their daughter Aanya.