Profile

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.)

*You have choices for what to do with your 401(k) or other type of plan-sponsored accounts. Depending on your financial circumstances, needs and goals, you may choose to rollover to an IRA or convert to a Roth IRA, rollover a 401(k) from a prior employer to a 401(k) at your new employer, take a distribution, or leave the account where it is. Each choice may offer different investment options and services, fees and expenses, withdrawal options, required minimum distributions, tax treatment(particularly with reference to employer stock), and provide different protection from creditors and legal judgments. These are complex choices and should be considered with care.

**Source: The Forbes “Best-in-State Wealth Advisors” list, published on April 7, 2022. Rankings based on data as of June 30, 2021.

Data provided by SHOOK® Research, LLC. Forbes Best-in-State Wealth Advisors ranking was developed by SHOOK Research and is based on in-person, virtual, and telephone due diligence meetings to measure best practices; also considered are: client retention, industry experience, credentials, review of compliance records, firm nominations; and quantitative criteria, such as: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. SHOOK’s research and rankings provide opinions intended to help investors choose the right financial advisor and are not indicative of future performance or representative of any one client’s experience. Past performance is not an indication of future results. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. For more information, please see www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.

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.