LinkedInPaul Kalra, CFP, ChFC, CLU

Paul Kalra, CFP, ChFC, CLU

Financial Planner at Signature America Financial Services, Inc

Location
Lake Forest, California
Industry
Financial Services
Previous
  1. John Hoancock Financial Services
Education
  1. University of California, Los Angeles
9connections

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9connections
University of California, Los Angeles

University of California, Los Angeles

Nuclear Fusion

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Background

Summary

30 years of experience assisting people enhance their wealth and mental well being with suitable and individually tailored financial planning, estate planning and retirement planning tools.

Hold following diplomas:
CFP (Certified Financial Planner) from CFP Board
ChFC (Chartered Financial Consultant) from American College
CLU (Chartered Life Underwriter) from American College

Memberships:
--SFSP / Society of Financial Services Professionals
--FPA / Financial Planning Association
--NAIFA / National Association of Insurance and Financial Advisors
--NAHU / National Association of Health Underwriters
--CSA / Certified Senior Advisors
--A+ rating with BBB / Better Business Bureau

Experience

Financial Planner

Signature America Financial Services, Inc
– Present (12 years 5 months)

Financial Planning

John Hoancock Financial Services
(22 years 3 months)Irvine, CA

Education

University of California, Los Angeles

PhD (Not fully completed), Nuclear Fusion

University of Delhi, India

Master of Science (MSc), Nuclear Physics

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