Bachelor of Science, Rutgers, The State University of New Jersey-New Brunswick, Economics
Chartered Financial Analysts Institute
New York Society of Security Analysts
Professional Registrations and Licenses:
FINRA Series 7, 24 & 66
Life, Accident & Health Insurance Producer
In 2015, Arjay Ignacio joined Allied Wealth Partners as Managing Director, bringing with him a decade of wealth management experience as a financial advisor and leader in talent acquisition. As Managing Director of our Parsippany Headquarters, Arjay plays an important role in expansion efforts within the New York/ New Jersey Metropolitan area.
At a young age, Arjay had experienced first-hand the effects of financial crisis within his own family. Today, Arjay encourages the concept of “prevention”—making it a primary goal within his practice to help others tackle problems before they occur. He strongly believes in putting clients in the driver’s seat, supporting them as they take the initiative to improve their financial situation, establish practical long term goals and steer clear of potential financial pitfalls.
“There are no cookie-cutter solutions with regards to the work I do,” says Arjay, making a point to carefully evaluate every client's financial situation–customizing his approach as needed. Working with individuals and families on their risk management and investment portfolios is a process that needs validation every year, or when life-changing events occur such as marriage, having children, a job change or purchasing a home.
The same can be said about business ownership—the importance of staying current on the challenges, milestones and successes that come with the territory. When working with closely-held business owners, Arjay provides access to financial solutions to their qualified and non-qualified planning needs, in tax-advantageous ways, as well as ways to maximize other benefits they offer to their employees.
More importantly, Arjay helps address questions on business succession – exiting or transitioning out of a business and knowing what to do in the event of premature passing, disability, or retirement, to make sure those left behind are financially independent. Arjay helps in the sale or transfer a business, and does so in the most efficient way possible.
Outside of the corporate arena, Arjay is an active Rutgers alumnus, mentoring students and assisting with on-campus mock interviews. During his downtime, he is conflicted by his love for food and being a healthy, gym-goer. He loves to travel, attend sporting and outdoor events, and staying in to watch movies. Currently, Arjay resides in Middlesex, NJ with his wife, Kerrie.