Fee-Only Financial Planning and Investment Management based in Princeton Jct. NJ and Serving Clients Nation-Wide
Ajay Kaisth is a financial planner and investment manager with over twenty years of professional business experience, fourteen of which have been focused on the financial services industry. This includes working on Wall Street in the Asset Management/Private Banking Group at SG Cowen & Co. and with registered investment advisory firms. Since 2004, Ajay has been providing comprehensive financial planning services and investment management advice to individuals and families, on a fee-only basis.
Ajay grew up in Bombay, India, attending Campion and Cathedral Schools, and earning a BA in Economics from St. Xavier's College. He also has a Diploma in International Studies from Johns Hopkins University, School of Advanced International Studies (SAIS), Bologna, Italy, and a MA degree in International Studies from the Norman Paterson School of International Affairs (NPSIA), Carleton University, Ottawa, Canada.
Ajay is a CERTIFIED FINANCIAL PLANNER™ certificant and a CHARTERED RETIREMENT PLANNING COUNSELOR designee.
He has been a member of NAPFA, the National Association of Professional Financial Advisors, since 2004. NAPFA is the nation's leading organization dedicated to the advancement of Fee-Only comprehensive financial planning. He founded the Princeton Study Group for NAPFA in 2006 and currently serves as a study group leader. He is also a member of the Financial Planning Association (FPA) as well as the FPA NJ Chapter. He belongs to the Mercer County Estate Planning Council.
Ajay has been a speaker at NAPFA study groups and conferences, and has served on FPA NJ committees. He has been quoted in periodicals such as "Investment News", "Financial Planning", “Reuters”, “Yahoo Finance”, “Kiplinger” and "The Wall Street Journal.
Ajay Kaisth is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning
Although KAI Advisors serves clients nationwide of all ages and income levels, from all walks of life, we have a special focus on physicians, dentists, medical professionals and those connected with the medical profession.
Separately, we have also developed a deep expertise in serving the needs of the Indian-American community.
A number of our clients are both physicians and of Indian origin.
If you are seeking financial peace of mind, you can benefit from our services. We customize our services to address your specific situation. The following links provide an initial perspective on how we might be helpful to you. Please contact us directly for a more specific discussion.
We feel it is very important that you and the professionals you work with have, or develop, a good, happy, friendly, professional long-term relationship; to that end, we believe that both you and we should be selective in choosing to work together, and the fit should be appropriate.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
Ajay Kaisth is a NAPFA-Registered Financial Advisor
The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
Ajay Kaisth is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification
CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
Ajay Kaisth is a member of The Financial Planning Association® (FPA®)
FPA® is the largest membership organization for CFP® professionals in the U.S. and supports high standards of professional competence, ethical conduct, and clear, complete disclosure when serving clients.
Contact Ajay Kaisth
Princeton Junction, NJ 08550