History

  1. 1855

    New York Life is founded.

  2. 1977

    Founder Amit awarded MDRT* membership. Since then he has been helping individuals, families, and business owners, often for multiple generations, protect their wealth through incorporation of extensive planning strategies. Amit has firm principles in getting to the root of areas which could use improvement, and maximizing risk protection strategies while alleviating tax consequences of building and protecting wealth.

  3. 1996

    Alejandro began working in the financial services industry, helping clients with financial advisory, wealth management, risk mitigation, banking and investment banking services for governments, private entities and international development agencies (US and EU). He also has experience in in domestic and foreign bond and equity markets, and served 7+ years as head of a regional office for foreign and regional investments.

  4. 2008

    Swapan joined the practice after succeeding in the field of mental health for 10 years. He previously worked, managed, and consulted for the United States Veteran's Affairs Department, California Department of Corrections and Rehabilitation, California State University, and others. He specialized in mindfulness based interventions and cognitive behavioral strategies. Swapan assisted in publishing research on the outcomes of such programs facilitated in the prison system.

  5. 2013

    Alejandro joined the firm.

1855

New York Life is founded.

1977

Founder Amit awarded MDRT* membership. Since then he has been helping individuals, families, and business owners, often for multiple generations, protect their wealth through incorporation of extensive planning strategies. Amit has firm principles in getting to the root of areas which could use improvement, and maximizing risk protection strategies while alleviating tax consequences of building and protecting wealth.

1996

Alejandro began working in the financial services industry, helping clients with financial advisory, wealth management, risk mitigation, banking and investment banking services for governments, private entities and international development agencies (US and EU). He also has experience in in domestic and foreign bond and equity markets, and served 7+ years as head of a regional office for foreign and regional investments.

2008

Swapan joined the practice after succeeding in the field of mental health for 10 years. He previously worked, managed, and consulted for the United States Veteran's Affairs Department, California Department of Corrections and Rehabilitation, California State University, and others. He specialized in mindfulness based interventions and cognitive behavioral strategies. Swapan assisted in publishing research on the outcomes of such programs facilitated in the prison system.

2013

Alejandro joined the firm.

*Million Dollar Round Table (MDRT), The Premier Association of Financial Professionals, is recognized globally as the standard of excellence in life insurance sales performance in the insurance and financial services industry.