Pawar Wealth Planning
Aadi V Pawar
Founder and Advisor|ChFC®
Professional
Aadi Pawar
I was born and raised in Morgantown, West Virginia. My family migrated to the United States in the late 80s and forged a path toward the American Dream. From a young age, I learned that there is no shortcut to success, and hard work is a must. Since joining the financial services industry in 2016, I have strived to help my family, community, and clients achieve financial security. My role as a financial advisor has allowed me to guide them toward choices that help them achieve their own version of the American Dream.
I started as a Northwestern Mutual intern in 2016 and achieved the honor of being a nationally ranked top 10 advisor in 2017. Since then, my team and I have received numerous awards for impacting our clients lives and we look forward to serving our communities for years to come. I founded Pawar Wealth Planning to serve our hard-working medical professionals across the country. I am passionate about helping the next generation of physicians, dentists, and pharmacists reach financial freedom. My team and I make your goals our first priority and provide sound advice to reach those goals.
We look forward to serving you!
Here are my areas of expertise
Financial Planning
Investment Planning & Strategies
Disability Planning for Physicians & Dentists
Life Insurance Strategies
Advisory Services
Retirement Planning & Income Strategies
Education Planning & Funding
Estate Planning