image

As a Financial Advisor offering viable financial & insurance strategies, I am qualified and trained in providing technical consultancy on a range of financial issues – from evaluating insurance and retirement needs to helping clients grow their assets.

After 15 years of working in the financial planning sector, I laid the foundation of Blu Financial Planning with the aim to serve professionals and small business owners on the brink of retirement, who need a retirement plan that is specifically designed around their lifestyle and beliefs.

Core Competencies
  • Retirement planning
  • Insurance planning
  • Wealth management
  • Long term care
  • Buy/Sell agreements funded with life Insurance.
  • Executive bonus plans
  • Key-Man Insurance
  • Deferred-Compensation

Rate us and Write a Review

Your Rating for this listing

angry
crying
sleeping
smily
cool
Browse

Your review is recommended to be at least 140 characters long

You agree & accept our Terms & Conditions for posting this review?

image

Show all timings
  • Monday09:00 AM - 06:00 PM
  • Tuesday09:00 AM - 06:00 PM
  • Wednesday09:00 AM - 06:00 PM
  • Thursday09:00 AM - 06:00 PM
  • Friday09:00 AM - 06:00 PM
  • Saturday09:00 AM - 06:00 PM

July, 2025

3

Thursday

  • 4:00 pm - 4:30 pm

  • 4:30 pm - 5:00 pm

  • 5:00 pm - 5:30 pm

  • 5:30 pm - 6:00 pm

  • 6:00 pm - 6:30 pm

  • 6:30 pm - 7:00 pm

  • 7:00 pm - 7:30 pm

  • 7:30 pm - 8:00 pm

  • 8:00 pm - 8:30 pm

  • 8:30 pm - 9:00 pm

  • 9:00 pm - 9:30 pm

  • 9:30 pm - 10:00 pm

  • 10:00 pm - 10:30 pm

  • 10:30 pm - 11:00 pm

  • 11:00 pm - 11:30 pm

  • 11:30 pm - 12:00 am

  • 12:00 am - 12:30 am

  • 12:30 am - 1:00 am

August 26,2019

  • Tuesday
  • 9:00am - 10:00am
  • Persia_Admin
Appointment confirmation email will be sent upon approval.

Awesome Job!

We have received your appointment and will send you a confirmation to your provided email upon approval.

building Own or work here? Claim Now! Claim Now!
image