Al Devji Email & Phone Number

I am driven by a passion to assist clients in unlocking their complete financial potential. It's not just about how much you make; what truly matters is how much you can preserve and grow.As a financial planner at Devji Wealth Management, I help physicians minimize income taxes, optimize estate planning, and maximize wealth growth through our holistic 5-discipline approach.Have you found yourself having these feelings:❌ Overpaying in current income taxes due to overlooked strategies❌ Unprotected assets from potential lawsuits❌ Absence of current Business succession planningPerhaps you never had the chance to find a trusted authority in the financial planning, estate planning and retirement planning space.Perhaps you are too busy to get the chance to sit down and think about these important aspects of your business that may go overlooked.Well, I’m very proud to say that thanks to the expertise and work done as a financial planner at Devji Wealth Management, I can help you with things like:✔ Drastically reduce current income taxes → Implement strategic tax planning to optimize your financial structure and minimize tax liabilities.✔ Properly structured Estate Plan → Engage in comprehensive legal services, including buy/sell agreements through experienced attorneys, to ensure a secure and well-structured estate plan.✔ Grow their wealth → Benefit from expert wealth management strategies and proactive business advisory services, guiding you toward sustainable and substantial wealth growth.To learn more about how we can help you reach business stability, please shoot me a direct message through LinkedIn or use the contact informations below:☏ 732-734-8888✉ adevji@devjiwealth.comwww.devjiwealthmanagement.comfinancial planning | estate planning |retirement planning

Listed skills include Financial Advisory, Financial Analysis, Financial Modeling, Financial Services, and 26 others.

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  President & Ceo

  Devji Wealth Management

  Jan 2014 - Present - 505 Thornall St, Suite 202, Edison Nj 08837 732-734-8888

  Al DevjiCEO & Founder of Devji Wealth ManagementAs an independent financial planner, Al Devji works with successful Business Owners and Physicians to help them understand the importance of developing a strategic, long-term financial plan that helps them achieve their goals and objectives. For over two decades, Al Devji has been taking the mystery out of complex issues so that his clients fully understand all of their options regarding long and short-term goals.Through many… Show more Al DevjiCEO & Founder of Devji Wealth ManagementAs an independent financial planner, Al Devji works with successful Business Owners and Physicians to help them understand the importance of developing a strategic, long-term financial plan that helps them achieve their goals and objectives. For over two decades, Al Devji has been taking the mystery out of complex issues so that his clients fully understand all of their options regarding long and short-term goals.Through many years of education, business and personal experience, Al Devji has gathered a basis to help serve and direct his clients looking for help in:* Investment Consulting* Wealth Enhancement* Wealth Transfer * Wealth Protection* Charitable PlanningAl Devji helps his clients obtain a better understanding of their current financial situation and define their future goals. Whether it is insurance planning, wealth accumulation and preservation, a secure retirement or leaving a legacy, every person, family and situation is unique and requires customized and highly personalized solutions.As the relationship evolves, he ensures that he and his clients meet regularly to make sure that, as personal and business situations change, their financial plan remains on-target to meet their goals. He also make sure his clients understand each of his recommendations before implementing any specific proposal.Al Devji brings over 20 years of financial and business experience to his clients. He started off working for MetLife Corporation and ended his run earning top 3 percent of financial advisors status. Al Devji also has 17 years of qualifications of achieving Million Dollar Round Table awards. In addition, he has qualified for Court of the Table, which is a rare and impressive achievement. He is a Certified Long Term Care Specialist (CLTC) and also holds the LUTCF designation (Life Underwriting Training Council Fellowship). Show less