Focus: Insurance Strategies, Investment Strategies, Business Owners, College Funding Strategies, Charitable Giving, Group Benefits, Business Succession Planning, Risk Management Strategies, Estate Planning, Financial Education, Retirement Income Planning
We believe in the power of lasting relationships We believe in the value of strong relationships. That’s why we deliver personal care, attention and informed relevant solutions.
We are passionately committed to understanding your unique needs and helping you unlock life’s possibilities, so you can accomplish the objectives that are important to you.
Products & Services I can offer you access to tools for individuals and businesses to help you take control of your financial future.
• Employee Benefits
• Group Life Insurance Needs
• Executive Fringe Benefits
• Key Person Insurance
• Buy-Sell Strategies
• Business Overhead Expense Insurance
• Life & Disability Income Insurance
• Long Term Care Insurance
• Retirement Products
• Estate Analysis
• Analysis for Savings and Income
• Tax Reduction Strategies
Committed to our clients and community
We are deeply connected to southern California and its surrounding communities, providing financial solutions to a wide range of clients. We actively support many civic organizations and charities and are dedicated in helping individuals, families and businesses plan for a financial future, so they can fully realize all life’s possibilities.
Educated in India
He holds an MBA (Marketing & Human Resources Management)
Bachelors in Science (Life Sciences)
Completed Financial Licensing education in the US through Kaplan University
Cooking Exotic Dishes
Affiliations & Memberships
Rregistered with FINRA and currently holds FINRA licenses such as: SIE
On the Insurance side, he is licensed to transact in Life insurance
Accident & Health
Long Term care & Disability
He is also licensed in all the lines of Property & Casualty insurance
As a part of a charity SEWA International, Shishir works with the communities on various social issues like disaster support and family services. He is involved with the leading Temples within Southern California.
Check the background of this investment professional on FINRA’s BrokerCheck
19900 MacArthur Blvd, Suite 900
Irvine, CA 92606