Karan Murugesu, CFP®, ChFC®
Founder & CEO
Office : (609) 469-0242
Direct : (973) 222-5873
Email: kmurugesu@ameriwealthfinancialgroup.com
Karan is the Founder, and CEO of Ameriwealth Financial Group, LLC and has been in the financial services industry since 2010, having worked with some of the most sophisticated and well-regarded organizations and clients in the country. Karan and his team are committed to helping clients succeed in achieving their financial goals through the design and implementation of effective financial planning and wealth management strategies. Specializing in working with business owners, executives and affluent individuals and families, Karan offers expertise in the areas of holistic and comprehensive financial planning1, investment advisory services, portfolio design & management, business succession planning, estate planning, retirement income and insurance design.
Karan holds a Bachelor’s Degree in Biology from New Jersey Institute of Technology and Rutgers State University of New Jersey. He has earned his ChFC® (Chartered Financial Consultant) designation from The American College of Financial Service. Karan is also a CFP ® (CERTIFIED FINANCIAL PLANNERTM) Professional certified by the CFP board. He remains active with the College to earn more designations in order to be able to serve more clients with tailored needs.
Karan is a qualifying council member of New York Life Insurance Company since 2011, a qualifying member of the MDRT* (Million Dollar Round) and a member of NAIFA (National Association of Insurance and Financial Advisors.
He is married to Kavipiriya Karan and has a daughter, Amrutha Karan and currently resides in New Jersey.
* The Million Dollar Round Table (MDRT), The Premier Association of Financial Professionals, is recognized globally as the standard of excellence for life insurance sales performance in the insurance and financial services industry.