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Vidhi grew up in Nutley, NJ, and went on to earn both a Bachelor’s in Engineering and a Master’s in Engineering Management from Stevens Institute of Technology. With a strong analytical background, she brings a unique perspective to her work as a Financial Advisor.
As an Investment Advisor Representative, Vidhi acts as a trusted resource, helping clients navigate financial decisions with confidence. She works collaboratively with individuals and families to clarify their financial goals, assess their current position, and uncover opportunities for growth. Her approach emphasizes protecting what matters most through insurance strategies, saving and investing for the future, and building a plan tailored to each client’s needs.
Vidhi is driven by a genuine passion for serving others, helping clients work toward their financial goals while building lasting security for the future. Outside of her career, she is married with two young children and enjoys reading, dancing, and traveling.
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I am licensed and registered to offer products and services in NJ. Licenses and registrations will vary. Domiciled in NJ
Office of Supervisory Jurisdiction: 186 Wood Ave S, Suite 301, Iselin, NJ 08830 Tel: 732-623-5700Â
This comprehensive study dives into the evolving financial behaviors of American workers across a variety of factors, including generational, household income, gender, and employment status and more!