Ash Ahluwalia

Managing Director at OneTeam Financial
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Contact Information
us****@****om
(386) 825-5501
Location
Cranford, New Jersey, United States, JE
Languages
  • English -
Skills

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Bio

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Credentials

  • Certified Financial Planner (CFP)
    CFP Board
  • Certified Social Security Claiming Strategist (CSSCS)
    -
  • National Social Security Advisor (NSSA)
    National Social Security Association, LLC

Experience

  • OneTeam Financial
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Managing Director
      • 2019 - Present

      Head of Social Security Planning Head of Social Security Planning

  • National Social Security Partners LLC
    • United States
    • Investment Management
    • President
      • 2014 - May 2020

      Lead national firm focused exclusively on assisting our partner firms deliver social security income planning services. Build national network of social security advisors who meet with clients and bill on a fee only basis. Lead national firm focused exclusively on assisting our partner firms deliver social security income planning services. Build national network of social security advisors who meet with clients and bill on a fee only basis.

  • MetLife
    • United States
    • Insurance
    • 700 & Above Employee
    • Certified Financial Planner
      • 2012 - 2014
  • Provident Mutual
    • Certified Financial Planner
      • 2010 - 2012

Education

  • University of Pennsylvania - The Wharton School
    Master of Business Administration (M.B.A.), Marketing and Finance
    1985 - 1987
  • Canadian Institute of Chartered Accountants
    Chartered Accountant, Accounting
    1981 - 1984
  • University of Toronto
    Bachelor of Commerce (B.Com.), Business Administration and Management, General
    1977 - 1981
  • Martingrove Collegiate
    High School Diploma, Ontario Scholar
    1972 - 1977

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