Retirement Strategies and ,
Risk Management

Anil Gulati has been highly successful in providing financial advice and services to his clients since 1982. Anil's business career concentrates on the areas of wealth preservation strategies consisting of pension, retirement, insurance, investment, estate planning and asset allocation. His clientele consists of high net-worth individuals, executives, business owners and physicians.

In discussing his work philosophy, Anil speaks with sincerity and conviction: "Our philosophy at Gulati Financial is based upon an extraordinarily demanding code of ethics. We are committed to testing the validity of our actions against those we deem acceptable for ourselves in the pursuit of our own life goals. This, more than any other factor, is what sets the Gulati Financial apart"

Mr. Gulati is a graduate of Punjab University in India where he earned both bachelor's and master's degrees with honors in economics. He furthered his education by attaining a MBA from the University of Kansas in 1980.  Anil obtained his professional designations of Chartered Financial Consultant and Chartered LIfe Underwriter through the American College.

 

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