Breaking the Corporate Mold: Arjun Kapoor's Path
It's Personal... Not Just Business with Michael Fliegelman, Episode 14In this episode of “It's Personal... Not Just Business,” Michael Fliegelman speaks with Arjun Kapoor, a Financial Advisor at the United Wealth Group, a wealth management firm with offices in New York City and New Jersey.Tune in to the episode to hear about: * Arjun’s career path beginning with internships in finance while attending BU to private wealth management roles at financial institutions in New Jersey and New York City * How working with entrepreneurs fueled Arjun’s desire to pursue a more entrepreneurial advisory track, leading him to join Asghar Kazim and Nick Saleem at United Wealth Group * Earning the CFA designation through a demanding self-study process and how it built confidence and investment expertise * Shifting from an investments-only focus to holistic planning that integrates taxes, insurance, estate planning, and risk management * Arjun’s mentors as his personal “board of directors” * Lessons from Arjun’s father * Exciting personal news * United Wealth Group’s goals to grow and add advisors in 2026Learn more about Arjun Kapoor: * Connect with Arjun on LinkedIn: https://www.linkedin.com/in/arjunkapoor3 * Email Arjun: akapoor@uwgllc.com * Read Arjun’s profile on the United Wealth Group’s website: https://www.unitedwealthllc.com/team/arjun-kapoorDISCLAIMER:This video is for informational purposes only and is intended for general use. By providing this content Park Avenue Securities LLC and your financial representative are not undertaking to provide investment advice or make a recommendation for a specific individual or situation, or to otherwise act in a fiduciary capacity. Guardian, its subsidiaries, agents and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation.ARJUN KAPOOR, Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 777 Third Avenue, Suite 1703, New York, NY 10017, 212-541-8800. Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. United Wealth Group LLC is not an affiliate or subsidiary of PAS or Guardian. CA Insurance License Number - 4385980. [8845717.2] Exp 05/28***********************************About It's Personal... Not Just BusinessIt's Personal... Not Just Business is a podcast hosted by Michael Fliegelman, where he interviews role models and shares lessons for other financial advisors & brokers.Subscribe to the It's Personal... Not Just Business podcast on Apple: https://podcasts.apple.com/us/podcast/its-personal-not-just-business/id1697020484Subscribe to the It's Personal... Not Just Business Video Series on Youtube: https://youtube.com/playlist?list=PLqPfNvNC856ueNLZI1Ig_bERyQCyWsnTR&si=b6fQS_9yVdhsifsILearn more from and connect with Michael Fliegelman:Website: http://www.lifeinsurancebrokeragemf.com/LinkedIn: https://www.linkedin.com/in/michaelfliegelman/Facebook: https://www.facebook.com/StrategicWealthAdvisorsNetworkTwitter: https://twitter.com/SwanWealthYouTube: https://www.youtube.com/@strategicwealthadvisorsnet3361/videos
