Prajna Khisty., ChFC

Prajna Khisty., ChFC


Retirement Planning Specialist

Phone: 732-326-4933


At Retirement Group

CA Insurance License Number: 0E94134

 

Prajna graduated in 1991 with a Bachelor of Electrical Engineering and completed her MBA in 1996 From The Pune University. After coming to USA, Prajna started her career with AXA Advisors as a Financial Professional in 2002.

She completed her studies in Insurance & Financial Planning through The American College, PA and achieved the title ChFC in 2005. She holds FINRA registrations: Series 7, 66, 24 and 51along with Life & health Insurance licenses.

Prajna focuses her practice in Retirement Planning, fee-based & Non fee based Business Strategy Planning for individuals and closely held businesses. Through the comprehensive planning process she helps her clients address their goals & objectives in the areas of wealth accumulation and distribution, insurance planning and college funding. While working with closely held businesses, along with retirement planning, she helps her clients in the areas of health care and long-term care planning, as well as legacy and Business continuation planning.

Prajna is an active member of the NAIFA & MDRT. In addition, she actively devotes her time for Ekal Vidyalaya Foundation—a US based non-profit charity working to give education to children in Rural & remote parts of India. Prajna likes to travel & study the ancient cultures around the world. So she is a life member of a non-profit organization ICCS – International Center for Cultural Studies. She enjoys doing yoga, meditations and is a proud member of Art of Living Foundation. She lives with her daughter Sai in Princeton, NJ.

Prajna has been awarded the title of Retirement Planning Specialist by AXA Advisors, based upon the successful receipt of a Certificate in Retirement Planning from the Wharton School of Business. In addition, Prajna has also attended the AXA Institute at Harvard University.

Financial Plans are offered through AXA Advisors, LLC.

ChFC™ - Chartered Financial Consultant is certified mark owned by the American College.

 

Certificate awarded based on completion of a training program at the Wharton School, University of Pennsylvania.

Securities offered through AXA Advisors, LLC (NY, NY 212-314-4600), member FINRA, SIPC, offer investment advisory products and services through AXA Advisors, LLC, an investment advisor registered with the SEC, and offer annuity and insurance products through AXA Network, LLC. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed.  R.I.C.H Planning Group is not a registered investment advisor and is not owned or operated by AXA Advisors or AXA Network

R.I.C.H. Planning Group, LLC is not a registered investment advisor and is not owned or operated by AXA Advisors or AXA Network

 

 

Certificate awarded based on completion

 

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