Unique Financial Advisors & Tax Consultants

I was in my late thirties – this was about a decade ago. My wife and I were busy with our careers and with our three children. Our financial accounts were scattered all around. We had conflicting financial goals: Spend on the cars we like, spend on those family vacations, save for our dream home, save for our kids’ education or save for our Retirement. We needed help to organize our financial life; We needed financial advice so we can achieve our goals! We looked around, but could not find an unbiased financial advisor who would put our interest before his. Fast forward: Five years later, I approached a financial advisor for help with my Investment Management needs. His firm insisted that I need a minimum of $1 million dollars in investments to become their client. I did not have that much money to invest. Again, I could not find the financial advisor I was looking for! That is when I realized the financial planning need for mid-career professionals is under-served by traditional financial planning methods. I wanted to contribute and change this paradigm. The result: I launched Unique Financial Advisors in 2014 with a commitment to provide Fee-only advice and no asset or income minimums. Long story short, my life experience led me to what I am doing, and I am passionate about it. On a personal note – my beautiful wife, Maha and I live in Holmdel, New Jersey. Our three young boys are on their path to settling down in life. When I am not working on Financial Planning, I enjoy hiking, skiing, and spending time with family. I am located in Holmdel, NJ and serve all of New Jersey including Red Bank, Marlboro, Middletown, Colts Neck, Edison, and Clients Nationwide. I am a CERTIFIED FINANCIAL PLANNER™ practitioner with an MS in Personal Financial Planning. I am a current active member of:

NAPFA (country’s leading professional association of Fee-Only financial advisors)

FPA ( Financial Planning Association)

XYPN (A Financial Planners network focused on Generation X and Generation Y clients)

NAEA ( National Association of Enrolled Agents)

I am an Enrolled Agent (EA). As an EA, I can prepare your tax returns and am licensed to represent you before the Internal Revenue Service. To learn more about me and my services, please schedule a free consultation TODAY using the link http://uniquefinancialadvisors.com/freeconsultation/