Ashwin Pai

Financial Planner

My Focus Areas are Protecting Your Family, Saving for Retirement, Living in Retirement, Financial Strategy, Saving for Education and Small Business

All wellness benefits that my clients are enjoying today, started with a plan!

About Ashwin

Nothing compares to the feeling of helping a family or individual plan for their financial future.

I'm Most Proud Of: Hearing from clients about how our team helped improve their life. There's nothing better!

Presidents Council

Solutions

Life Happens. Being prepared makes all the difference.

You have options when it comes to your financial future - no matter your life situation.

Saving for Education

Paying for your child’s education without sacrificing your retirement can be a difficult balancing act. State-sponsored 529 plans are investment vehicles that let you make tax-free deposits for your child's future college costs. These common ways to save serve as just one tax-smart option to get you started. We’ll explore the right options for you.

Protecting Your Family and Greatest Assets

Whether you are recently married, buying a house, taking care of a loved one or preparing to retire, each new stage of life is exciting and uncertain. Ensure you’re protected with life, auto, home, long-term care and disability insurance.

Saving for Retirement

Get help reaching your retirement goals on your terms with an annuity, 401(k) or IRA. An annuity can be a way to provide retirement income and defer year-end taxes, and an IRA and 401(k) give you options to save for the next phase of your life. See if one or all of these retirement vehicles are right for you.

Events

Experience

  • Financial Planner at Pruco Securities, LLC

    Prudential Financial

    September 2017 - Present | East Windsor, NJ

  • Personal Banker

    Santander Bank

    October 2016 - September 2017 | Princeton Junction, NJ

  • Consultant

    S & P Global

    November 2012 - December 2013 | East Windsor, NJ

  • Consultant

    Capgemini

    December 2009 - September 2010 | East Windsor, NJ

  • Consultant

    Merck

    April 2008 - December 2008 | Whitehouse Station, NJ

  • Consultant

    Citi

    July 2000 - February 2008 | New York, NY

The Prudential Difference

    • Variable Annuities: NJ, PA
    • Securities License: NJ
    • Variable Life Insurance: NJ, PA
    • Fixed Annuities: NJ, PA
    • Life Insurance: NJ, PA

Ashwin Pai is associated with the Greater New Jersey Financial Group Office, Prudential, One Tower Center, Fl 16, East Brunswick, NJ, 08816-1145, Managing Director: Susan Cooper, Phone: 732-565-7500. Ashwin Pai offers financial planning and investment advisory services through Pruco Securities, LLC (Pruco), doing business as Prudential Financial Planning Services (PFPS), pursuant to separate client agreement. Ashwin Pai offers insurance and securities products and services as a registered representative of Pruco and an agent of issuing insurance companies.  1-800-778-2255. For information on fees, refer to: Pruco Securities Form CRS (Prudential Advisors)Opens in a new window.

Check the background of this investment professional on FINRA’s BrokerCheck.