UNITED WEALTH GROUP - Key Persons
Job Titles:
- Chartered Financial Analyst
Arjun is a Charted Financial Analyst at the United Wealth Group. For almost a decade, Arjun has worked at prestigious firms such as Goldman Sachs & ICONIQ Capital, where he has carried a passion for helping people realize their financial potential and organize their assets. Arjun works with a network of Planning Professionals, Money Managers, Estate Planning Attorneys and CPAs to create customized investment programs and detailed financial analysis. In his plans, Arjun works to address his clients insurance, retirement planning, wealth accumulation and preservation needs.
Job Titles:
- Co - Founder
- Founder
- Principal
Asghar is the Principal and Co-founder of United Wealth Group LLC, a wealth management firm in Princeton, NJ. For over 20 years, Asghar has carried a passion for helping people realize their financial potential and optimize their...
Asghar Kazim is the founder and Principal of United Wealth Group, a wealth management firm in Princeton, NJ. For over 25 years, he has carried a passion for helping his clients realize their financial potential, by using progressive ideas and uncommon financial wisdom.
Asghar provides his clients the framework to grow, protect and enjoy their wealth for multiple generations. He believes, it's not how much money you make, but how much money you save, how hard it works for you, and how many generations you keep it for.
Asghar translates his client's priorities into a lifelong financial strategy that gives them more confidence to achieve their goals. With their objectives as his guide, he develops an integrated financial plan that addresses every stage of life, while minimizing risk and tax exposure.
Asghar works with a team of planning professionals, money managers, estate planning attorneys and tax advisors to co-create detailed estate and legacy plans and customized investment portfolios.
Asghar has been featured in the US News & World Report discussing retirement planning. He has participated in multiple panels and conferences throughout the country on topics ranging from estate, retirement, investment and insurance planning.
Securities products and advisory services offered through Park Avenue Securities LLC (PAS), member FINRA, SIPC. OSJ: 355 Lexington Avenue, 9th Floor, New York, N Y 10017- 6603, Phone # 212-541-8800. PAS is a wholly owned subsidiary of The Guardian Life Insurance Company of America® (Guardian), New York, NY. United Wealth Group LLC is not an affiliate or subsidiary of PAS or Guardian. California Insurance License # 0C53306. AR Insurance License #703269.
Job Titles:
- Director of Business Development
- in 2016 As a Business Development Manager
Joe Inzitari joined the United Wealth Group in 2016 as a Business Development Manager. He graduated Kean University, Magna Cum Laude, with degrees in Psychology and Finance. Joe's career has crossed multiple sectors from the financial field to Higher Education. He began at Northwestern Mutual Financial, where he held his NJ Life/Health Producer and Series 6 license. He has worked as an Account Executive with Verizon and recently as an admissions specialist with Kean University. Joe has had the fortunate experience of significant business development growth throughout his career.
Joe enjoys watching sports and spending time with his family. He is the proud father of Siena, 6 and Sophia 9 years old.
Nadeem "Nick" Saleem has been in the Financial Services Business since 1997 and has been committed to professionalism. He continues to help his clients with some of the most innovative strategies. Nick specializes his...
Shawn Zielinski has been an integral member of the United Wealth Group for over 15 years. He began by handling all processing matters for the firm. Currently, he oversees full office operations. Shawn is well versed in operations regarding both investments and insurance. He has not only provided training for this office, but has traveled to other agencies to instruct on the effective ways of a practice manager.
Shawn and his wife Reeshemah have been married for 8 years, and are proud parents to Ryan and Shawn. They happily reside in Monroe Township, NJ. Shawn is an avid sports fan, especially for his Dallas Cowboys. He enjoys a big laugh and spending time with his family.