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Merrill is proud of our advisors who’ve received recognition from financial industry publications or directly from Bank of America Corporation. We believe they are setting the standard for exemplary client service.
Forbes "Best-in-State Wealth Advisors" 2022
Published on April 7, 2022. Rankings based on data as of June 30, 2021.
As a strategy based-advisor, Inder helps clients structure customized financial strategies and investment programs designed to help them achieve their Retirement, College and Estate Planning Goals.
Inder has extensive experience working with individuals in periods of financial transition. If you will be retiring or may be changing jobs you will be faced with numerous issues and decisions concerning your retirement plan. There may be options available to you which you were not even aware existed. Inder is a professional who can outline the possibilities, construct and develop the appropriate strategies consistent with your overall personal financial goals.
Inder uses his knowledge and experience to help clients develop and review personalized wealth strategies which emphasize proper asset allocation and diversification. Utilizing the resources available at Merrill and Bank of America N.A., Inder also works with small businesses and business owners in areas such as Retirement Planning (Profit Sharing, 401-k, SEP, UNI-K), Financing (Term loans, lines of credit, and commercial Financing), and Cash Management. If your small business could use some direction or benefit from improvement in these areas, contact Inder for a free consultation.
Inder graduated from California State University, Hayward with an MBA and a BBA in Finance. He also holds a CFP® certification awarded by the Certified Financial Planner Board Of Standards INC, and has been a Financial Advisor with Merrill Lynch Wealth Management since 2006.
Inder has been Named to the Forbes “Best-in-State Wealth Advisors” list in 2022* (published on April 7, 2022. Rankings based on data as of June 30, 2021.)
He currently resides with his family in Princeton, New Jersey. When not in the office, he enjoys listening to podcasts, audio books and frequently does physical fitness. Inder has been in the CrossFit community for 8 years and counting. He enjoys beating other peoples personal records and overcoming his own. To switch up his routine, him and his family go on hikes. His favorite spots to go to include Mountain Lake Natures Preserve Trail and Mercer County Park.
English, Hindi & Punjabi
California State University East Bay
Merrill Personal Wealth Analysis™ can help us build and document a personalized plan, centered on your goals and focused on what you want to achieve.
Supported by the global resources of Merrill, my team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service.
The following specialists do not make securities recommendations. Please contact your Merrill Lynch Wealth Management Advisor if you have questions about how a specialist might be able to assist you.
Investment Solutions Group Portfolio Strategist
Bank of America, N.A.
Retirement Specialist
Bank of America, N.A.
Wealth Strategist
Merrill
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