I have been a Certified Financial Planner (CFP®) for over 30 years, specializing in retirement and estate tax planning. I have a CPA degree from Canada and an MBA from The Wharton School. Over the past 10 years, I have specialized in Social Security optimization strategies for my clients and obtained my National Social Security Advisor Certification (NSSA) and was named the NSSA Advisor of the year in 2016.
I have been published in the Wall Street Journal, Barron’s and CNBC and teach continuing education courses to CPAs and tax attorneys on Social Security planning.
Phone: 844-451-8326 | Email: ash@oneteamfinancial.com | Website: www.oneteamfinancial.com
LinkedIn: www.linkedin.com/in/ash-ahluwalia
