Prajna Khisty., ChFC

 

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 Equitable 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 Equitable 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 Equitable Institute at Harvard University.

Financial Plans are offered through Equitable Advisors.

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 Equitable Advisors (NY, NY 212-314-4600), member FINRA, SIPC, offer investment advisory products and services through Equitable Advisors, an investment advisor registered with the SEC, and offer annuity and insurance products through Equitable 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 Equitable Advisors or Equitable Network

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

 

 

Certificate awarded based on completion

 

California Insurance License #: 0E94134


Securities and investment advisory services offered through Equitable Advisors, LLC (NY,NY 212-314-4600), member FINRA/SIPC(Equitable Financial Advisors in MI & TN). Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC, in Utah as Equitable Network Insurance Agency of Utah, LLC, and in Puerto Rico as Equitable Network of Puerto Rico, Inc. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

R.I.C.H. Planning Group, LLC.
90 Woodbridge Center Drive
Woodbridge, NJ 07095

R.I.C.H. Planning Group, LLC.
10 Madison Avenue
Morristown, NJ 07960

R.I.C.H. Planning Group, LLC.
1967 Highway 34
Building C, Suite 201
Wall, NJ 07719

R.I.C.H. Planning Group, LLC.
50 Division Street
Suite 501
Somerville, NJ 08876

is not owned or operated by Equitable Advisors, LLC or its affiliates.

Phone 732-326-4933