Shown Kumar

Shown is a dedicated financial planner with a psychology degree from Stony Brook University, complemented by specialized business coursework. As a 2024 Forbes Top Financial Security Professional Best-In-State, his approach to wealth management is deeply personal, rooted in his family’s immigrant experience.

After witnessing his father fall victim to investment fraud in the 1980s—leaving him without retirement savings—Shown committed himself to empowering others through financial education. This defining moment inspired his mission: ensuring clients develop comprehensive understanding alongside their wealth strategies.

Shown’s practice centers on transparent communication and personalized planning. He guides clients through financial decisions with empathy and expertise, beginning with insurance fundamentals before evolving into sophisticated investment strategies. His collaborative approach prioritizes financial literacy, helping clients build confidence in their financial futures.

Beyond finance, Shown’s fluency in five languages reflects his passion for cultural exploration. An avid traveler, he believes experiencing diverse perspectives enhances both personal growth and professional insight. When not serving clients, Shown can be found on the tennis court, creating culinary masterpieces, or sharing meals with loved ones—bringing the same creativity and connection to his professional relationships.

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I am licensed and registered to offer products and services in NY. Licenses and registrations will vary. Domiciled in NY