Insurance Strategies
English
Apurva has long since had a love of learning. Beginning his educational journey in Chemical Engineering, he went on to earn his Master’s in Business Administration (MBA) and now holds a Series 7 securities registration. He is licensed in New York, New Jersey, and Pennsylvania for life, accident/health, and variable insurance products and prides himself on his ability to bridge the gap between science and commerce.
Apurva’s career began in finance, starting with roles in Internal Audit and Financial Planning and Analysis at multinational companies. In recent years, he shifted his focus toward individuals and businesses, crafting tailored financial blueprints to suit their unique needs and circumstances. His work revolves around preparing individuals for significant life milestones, such as college funding, home buying, retirement, and estate transfer. Apurva’s financial strategies encompass a holistic approach, addressing crucial aspects like investments, taxes, and insurance. For businesses, Apurva’s expertise extends to employee benefits, retention strategies, ownership transfer, and contingency planning. His goal is to empower organizations to thrive financially, helping to ensure stability and growth.
As an agent of a MassMutual agency and a registered representative, Apurva combines technical acumen with a genuine passion for helping others achieve financial well-being. His commitment to excellence and client-centric approach sets him apart in the ever-evolving landscape of finance. Outside of MassMutual Eastern Pennsylvania, Apurva is a Certified Yoga Instructor dedicated to guiding others toward wellness through yoga and meditation. When not on the mat, Apurva enjoys bowling and playing Bridge. With a love for travel, Apurva has explored 41 states within the USA and 37 countries, always seeking active and immersive experiences. As a vegetarian, Apurva savors diverse cuisines while treading lightly on the planet.
CRN202703-6126150
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Yoga
Mediation
Bridge
Travel