Jignesh "Jim" Gandhi
Bachelor’s Degree in Computer Science, Queens College
Registrations and Licenses:
Series 7, Series 66
Life and Health Insurance
Jim was born to a middle-class family in Mumbai, India. While attending college Jim began working at a Training firm located in New York City. After graduating from Queens College, Jim continued to progress his career in the Financial Services Industry by joining Salmon Brothers followed by Goldman Sachs. Jim continued his passion and joined Amazon Web Services. There Jim built and led a global team which developed standards and processes to build and manage the construction of data center infrastructure. During his career, he was recognized for his initiatives which helped to reduce operating expenses and achieve better organizational effectiveness by developing multiple patents.
Jim decided to become a financial advisor after realizing how many people have a need for this service. Everyone generally has financial goals, but no one to help guide them through them. His passion for this field coupled with his vast experiences in multiple financial capacities has given him the foundation to help provide his clients with a holistic approach to achieving their financial objectives.
Every financial strategy should consider accumulation, protection, spending and legacy phases with incorporation of discipline, monitoring and regular communication to help reach the end goal.
Founded in 1966, Allied Wealth Partners* takes pride being an elite Independent Wealth Management Firm within the New York/New Jersey Metropolitan area. As of November 2017, the firm assists clients with over $3.4 billion of assets and has over $4.0 billion of Life, Disability and Long Term Care Insurance coverage in force for its clients. The firm offers comprehensive financial services covering: Investment and Insurance Products & Services, Employee Benefits, Financial Planning, Executive Compensation, Business Succession and Estate Planning.