Ash Ahluwalia, MBA, CFP® , NSSA, CSSCS

Office Phone: 
908.603.1219
Fax: 
908.272.0704

Ash joined Atlas Advisory Group LLC in 2014, as Director of Advanced Planning. Atlas Advisory Group is a Member Firm of M Financial Group, one of the nation’s premier financial services design and distribution companies serving the affluent and corporate markets.

Ash has worked in the financial services business for over 20 years, focusing on financial and wealth management for individuals and business owners. After graduating from college, Ash obtained an MBA from Wharton Business School.

Ash is a Certified Financial Planner (TM) professional, specializing in trust and estate tax planning, retirement planning, investment management and tax minimization strategies for individuals and business owners.

Ash is also one of only a few advisors in New Jersey to obtain the National Social Security Advisor (NSSA) designation. He has built a significant practice advising clients on how to maximize their eligible retirement benefits from Social Security.

He designs financial strategies to help provide for a secure retirement, to minimize a client's estate tax exposure and to maximize tax-advantaged wealth accumulation, preservation and transfer to heirs and charities. In addition, Ash has advises clients on retirement distribution planning involving Stretch IRA's and other methods to maximize the legacy value of retirement assets.

 

 

*Qualifications based on business generated