Ajay Kaisth, CFP<sup>&reg;</sup> - Financial Advisor

Ajay Kaisth, CFP®

CRPC

Principal

KAI Advisors LLC

20 Haskel Dr
Princeton Junction, NJ 08550
FINANCIAL ADVISOR'S WEBSITE
(609) 514-1122

General

Ajay Kaisth is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at KAI Advisors LLC in Princeton Junction, NJ and the surrounding communities.

Financial Advisor Overview

KAI Advisors offers Financial Planning and Investment Management services on a fee-only basis to clients.
Although KAI Advisors serves clients nationwide of all ages and income levels, from all walks of life, we have a special focus on physicians, dentists, medical professionals and those connected with the medical profession.
Separately, we have also developed a deep expertise in serving the needs of the Indian-American community. 
A number of our clients are both physicians and of Indian origin.

If you are seeking financial peace of mind, you can benefit from our services. We customize our services to address your specific situation.
Please feel free to contact us for a specific discussion.

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Financial Advisor Experience

Ajay is a financial planner and investment manager with over eighteen years of professional business experience, twelve of which have been focused on the financial services industry. Ajay brings a unique perspective to clients as his background includes working on Wall Street in the Asset Management/Private Banking Group at SG Cowen & Co. and with registered investment advisory firms.
Since 2004, Ajay has been providing comprehensive financial planning services and investment management advice to individuals and families, on a fee-only basis.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - CRPC

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home, Asset Allocation, Cross-border Planning, Investment Management, Estate Planning, Employee Benefits, Getting Married, Mutual Funds, Real Estate, Retirement, Stocks & Bonds, Life Planning, Long-term Care, Tangible Assets, Starting a Family, Succession Planning, Sudden Wealth, Special Needs, Personal Taxes

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Helpful Financial Planning Resources