As a licensed insurance professional and investment advisor representative with TOP Planning LLC, Ashok helps people accumulate wealth while eliminating risks that are common to market investing. Ashok graduated from UCLA in 1996 with a Bachelor of Science degree in Mathematics/Applied Science with a Specialization in Business & Administration. Ashok has been conferred both the Chartered Life Underwriter® (CLU®) and Chartered Financial Consultant® (ChFC®) designations from the American College of Financial Services. CLU® is the premier designation for life insurance professionals; ChFC® is the American College’s credential for advanced planning.
He started his professional career on the “sell-side” at a securities firm and then switched over to the “buy-side” at an investment management firm. The ups and downs of the market performance got him thinking that there had to be a different way and that started him on his way to studying life insurance and annuities. When his mother passed away suddenly and he was suddenly thrust into the role of a successor co-trustee, he saw firsthand how life insurance and estate planning worked synergistically.
His parents were both born in India, but Ashok himself is a Southern California native. Like most Americans who were also born and raised here, he is equally proud of his citizenship and family heritage. His parents instilled in him a strong work ethic, pride in his work, and a commitment to helping people in every capacity. He has three siblings, including a fraternal twin brother. Ashok’s mother tutored him in math and always advised him to be thorough and take as many sheets as needed to show your work. Today, Ashok still helps school students with their math problems and clients solve their financial problems.
Ashok is currently a member of Ed Slott’s Elite IRA Advisor Group℠ — an exclusive organization of financial advisors who are dedicated to being leaders in the IRA industry. As an independent advisor, Ashok is not beholden to any one provider or whatever product they are pushing at the time. He always acts in the client’s best interest when introducing products and strategies.
Prior to moving to Washington state, Ashok volunteered with Big Brothers Big Sisters of the North Bay and Junior Achievement of Northern California. He served on the Board of Directors for the former in addition to being a Big Brother. With Junior Achievement of Northern California, he regularly volunteered in classrooms and sat on one of their local advisory boards. Ashok is delighted to now bring his passion for helping people to the airwaves with Safe Money Radio.
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