Monish Verma, Crps®

Monish Verma, Crps® Email and Phone Number

Founding Partner, CEO at Vardhan Wealth Management | Recognized as a Forbes Best-in-State Wealth Advisor (2024) @ Vardhan Wealth Management
Monish Verma, Crps®'s Location
Detroit Metropolitan Area, United States, United States
Monish Verma, Crps®'s Contact Details

Monish Verma, Crps® work email

Monish Verma, Crps® personal email

n/a

Monish Verma, Crps® phone numbers

About Monish Verma, Crps®

Monish is the Founding Partner and CEO of Vardhan Wealth Management, an independent firm that helps successful families protect wealth and prosperity. He has been in the wealth management business for over 28 years. He holds the series 7,8,31, 63 and 65 licenses along with insurance and annuity licenses. Monish is active in the local community. He is involved with the INDO American Chamber of Commerce and member of the TiE Detroit Entrepreneur Leadership. He and his wife, Roshnee, reside in Novi, Michigan and have three wonderful sons.Investment advisory and financial planning services offered through Summit Financial, LLC (“Summit”), an SEC Registered Investment Advisor, doing business as Vardhan Wealth Management (2755 Executive Drive, Suite 190, Farmington Hills, MI 48331-3550; Telephone: 248.365.4440; Fax: 248-365-4446). Securities brokerage offered through Purshe Kaplan Sterling Investments, Member FINRA/SIPC Headquartered at 80 State Street, Albany, NY 12207(“PKS”). PKS and Summit are not affiliated companies. Insurance is offered through Summit Risk Management, LLC, an affiliate of Summit. The views and opinions expressed on this page are solely those of the author and should not be attributed to Summit. Neither the Advisor or Summit are affiliated with LinkedIn, Inc. or the LinkedIn, Inc. service. Any non-Summit URLs or external websites mentioned on LinkedIn are unaffiliated with Summit Financial LLC. We have not verified the information and opinions found on those third-party websites, nor do we make any representations as to its accuracy or completeness. Neither Summit or its affiliates endorse third-party products and services or privacy and security policies. You should review any third-party's policies, terms, and conditions. None of the statements on this page is intended to recommend any security, service, or product or to provide investment, tax, or any other advice. I cannot accept endorsements or recommendations. 0504021-0391

Monish Verma, Crps®'s Current Company Details
Vardhan Wealth Management

Vardhan Wealth Management

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Founding Partner, CEO at Vardhan Wealth Management | Recognized as a Forbes Best-in-State Wealth Advisor (2024)
Monish Verma, Crps® Work Experience Details
  • Vardhan Wealth Management
    Founding Partner, Ceo
    Vardhan Wealth Management May 2021 - Present
    Farmington Hills, Michigan, Us
    Vardhan Wealth Management is an independent firm that helps successful families protect wealth and prosperity. We take a holistic, planning-based approach, embrace an open architecture philosophy and provide a disciplined and structured investment process to pursue consistent, long-term outcomes. Importantly, our independence frees us to pursue your best interests and fulfill our mission to provide the peace of mind to enjoy your successes and continue making a positive and lasting impact.
  • Ubs
    Senior Vice President- Wealth Management, Senior Portfolio Manager, Crps
    Ubs Feb 2009 - May 2021
    Zurich, Ch
  • Morgan Stanley Smith Barney
    Vice President - Investments
    Morgan Stanley Smith Barney Jan 1995 - Feb 2009
    New York, Ny, Us

Monish Verma, Crps® Skills

Wealth Management Asset Allocation Investment Strategies Strategic Financial Planning Risk Management

Monish Verma, Crps® Education Details

  • Michigan State University
    Michigan State University
    Communications - Minor Pre Law
  • Dale Carnegie Training
    Dale Carnegie Training

Frequently Asked Questions about Monish Verma, Crps®

What company does Monish Verma, Crps® work for?

Monish Verma, Crps® works for Vardhan Wealth Management

What is Monish Verma, Crps®'s role at the current company?

Monish Verma, Crps®'s current role is Founding Partner, CEO at Vardhan Wealth Management | Recognized as a Forbes Best-in-State Wealth Advisor (2024).

What is Monish Verma, Crps®'s email address?

Monish Verma, Crps®'s email address is mo****@****ubs.com

What is Monish Verma, Crps®'s direct phone number?

Monish Verma, Crps®'s direct phone number is +124873*****

What schools did Monish Verma, Crps® attend?

Monish Verma, Crps® attended Michigan State University, Dale Carnegie Training.

What are some of Monish Verma, Crps®'s interests?

Monish Verma, Crps® has interest in Active In The Local Community.

What skills is Monish Verma, Crps® known for?

Monish Verma, Crps® has skills like Wealth Management, Asset Allocation, Investment Strategies, Strategic Financial Planning, Risk Management.

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