Narinder is a seasoned advisor with over 20 years of experience in preparing and implementing comprehensive financial road maps for his clients. He joined LPL Financial in 2009 after 13 years with Merrill Lynch as a Senior Financial Advisor. Prior to that he was a Senior Engineer in the Electric Power industry for 20 years. He has a Bachelor’s Degree in Engineering.
His ability to connect with people, a thirst for education, detailed research, analysis and planning insights can be innately valuable in the financial advisory world. He holds the Series 7, 63 and 65 registrations through LPL Financial, and has received the Chartered Retirement Planning Counselor designation from the College for Financial Planning, and the “Essential Partner” certification from the Johnson Graduate School of Management at Cornell University.
He is a former Board Member of the Interfaith Works of CNY, and a former member of the Interfaith Round Table. The Interfaith Works affirms the dignity of each person and every faith community and works to create relationships and understanding among us through education, service and dialogue.
He enjoys teaching and is passionate about educating young adults regarding the importance of earning, saving and investing. He has lectured at Syracuse University’s Newhouse School, Baldwinsville Central Schools, and East Syracuse Minoa Central Schools.
His hobbies are traveling and reading nonfiction. His favorite quote: “We make a living by what we get and we make a life by what we give.” Sir Winston Churchill.
After living in the greater Syracuse area for over 26 years along with his wife and two daughters, Narinder and his wife Rajinder recently moved to mid-Hudson valley to be closer to children. Both daughters graduated from Syracuse University. One lives in the mid-Hudson valley and the other in the metropolitan New York City area.
His Life purpose: To become his best as a creative, caring, learning, growing, and ethical human being in the service of others.
His Work Purpose: Guiding clients to prepare and implement a comprehensive financial road map for their financial future. The financial road map frees up clients’ attention to devote more time to their health, relationships and spirituality.