Broker Check
Ashok Tapadia

Ashok Tapadia

Financial Advisor

I help individuals and families:
Get Finacially Organized,
Help and educate them on protecting their assets, income, lifestyle and,
Focus their resouces to get what they want.


Specialties: Personal and business planning
Estate and Business Succession Planning
Asset Transfers
Retirement Plans and Planning
IRA's
Life and Disability insurance
College Planning,
Long Term Care Insurance

 

Registered Representative & Investment Advisor of Park Avenue Securities, Financial Representative of Guardian, CA insurance license #0F36071.