Saji Philip APMA® CRPC® CPFA® 🇺🇸🇧🇳🇮🇳

Saji Philip APMA® CRPC® CPFA® has a diverse work experience in various roles and industries. Saji started their career in 2000 as the CEO of MJ Technologies and later worked as the CEO of Antarya from 2002 to 2004. In 2005, they co-founded Growing Stars Inc, where they served as the Chairman and Co-Founder, as well as the Chairman of the Board. From 2005 to 2007, they worked as a Director at L&T Infotech and then as an AVP at Satyam Computer Services Ltd from 2007 to 2008. In 2008, they joined Mobius Mathematics LLC as the Chief Strategy and Marketing Officer until 2010. From 2009 to 2014, they worked as a Financial Consultant at AXA Advisors before joining Mangat and Associates as a Private Wealth Advisor from 2014 to 2019. Saji then moved on to Tapestry Wealth Management in 2019, where they worked as a Private Wealth Advisor until 2020. Currently, they are with Gladstone Wealth Group as a Private Wealth Advisor.

Saji Philip APMA® CRPC® CPFA® has a diverse education history spanning several institutions and degrees.

Starting in 1971, Saji attended St. Thomas Residential School, where they completed their ICSE degree, focusing on English, Hindi, Math, Physics, Chemistry, Biology, and Social Studies. Following this, from 1979 to 1981, they pursued a pre-degree in Math, Physics, and Chemistry at Mar Ivanios College, Trivandrum.

Saji then went on to the College of Engineering Trivandrum, where they obtained a Bachelor of Technology (B.Tech) degree in Electronics & Communication Engineering from 1981 to 1986. Continuing their education, Saji attended the Institutue of Management, Bangalore University, where they pursued a Post Graduate Diploma in International Finance and Marketing (PGDMM) from 1987 to 1989.

In 1999, Saji began their MBA at DU, specializing in Marketing and Finance. They completed their degree in 2001.

Later on, in 2014, Saji completed a Retirement Planning Specialist program at the University of Pennsylvania - The Wharton School, focusing on Financial Planning and Services.

In addition to their formal education, Saji obtained various certifications throughout their career. These include the Certified Plan Fiduciary Advisor (CPFA®) from the National Association of Plan Advisors in September 2022, the Chartered Retirement Planning Counselor certification from the College for Financial Planning in June 2020, and the Accredited Portfolio Management Advisor™ or APMA® Professional Designation from the College for Financial Planning in March 2018.

Furthermore, Saji acquired the Retirement Planning Specialist designation from Wharton Executive Education in July 2014. They also obtained the Series 63, Series 65, and Series 7 certifications from FINRA in September 2009.

Lastly, Saji is a member of the MDRT (Million Dollar Round Table), although the specific date of achieving this membership is not provided.