Life Insurance Planning

Mahendra Wagha

**** ******** *** * ******* Estates, Illinois 60169

847-***-**** ********.*****@*****.***

OBJECTIVE

Financial planning professional with over 20 years of experience in search of any position that leverages my

expansive and up-to-date knowledge of estate, investment, and retirement planning.

EDUCATION

Roosevelt University, Chicago, Illinois

Master of Business Administration

Marketing

Roosevelt University, Chicago, Illinois

Bachelor of Science in Business Administration

Finance

EXPERIENCE

Net Equity Concepts, Inc. Schaumburg, Illinois

President and Founder

• Founded and operated independent financial consulting firm specializing in financial planning, retirement planning,

estate tax planning, and risk management for individuals and businesses

• Developed comprehensive knowledge of retirement and estate plans (and the laws regulating them)

• Successfully implemented IRAs SEP, traditional and Roth IRAs, pension and profit sharing, 401(k), Keogh

Portfolio Diversification Group, Inc. Schaumburg, Illinois

Founder

• Founded, incorporated, and established registered investment advisory firm

• Analyzed and successfully built investment portfolios, including stocks, bonds, options, and insurance products, for

more than 450 business and individual clients

Home Life Insurance Company of New York Chicago, Illinois

Field Underwriter

• Worked as a field underwriter for seven years

• Earned awards including Employee of the Month, Employee of the Year, and Best Month (in the history of the

agency)

• Qualified for several executive clubs, such as Leaders Club and Chairman Club

QUALIFICATIONS AND SKILLS

• Over 20 years of experience providing high-net-worth clients financial planning services

• In-depth knowledge of pension and profit sharing plans

• Comprehensive understanding of financial planning, including banking, credit solutions, executive compensation,

investments, and philanthropy

• Broad expertise in estate tax planning strategies including CRAT, CRUT, GRAT, GRUT, generation skipping trusts,

and irrevocable insurance trust

• Strong analytical, communication, and quantitative skills with proficiency in Excel and wealth planning software

PROFESSIONAL LICENSES

Series 52 (trading stocks, bonds, and mutual funds)

Series 65 (registered investment advisor)

Series 63 (Blue Sky laws)

Licensed to sell life insurance, disability insurance, long-term care, and annuities

Registered investment advisor (series 65 and 63 qualified)

Contact this candidate