Welcome to the new TEAMReferralNetwork.com Your old username and password will not work. If you have not received an invitation, you will soon.
866.311.TEAM (8326)
Abhi Vinayek
Business Name:
V Financial Partners
Business Description:
V Financial Partners is a wealth management firm. We have been serving clients all over the country for over 12 years. We specialize in Life Insurance, Disability, Long Term Care, Mutual Funds, Annuities, Retirement Planning, Education Planning, Financial Planning, Estate Planning and Tax Planning Services.
How Business Creates Value:
We provide holistic financial planning by increases wealth and return of investment while minimizing taxes and risks.
Contact Information
Phone
805-807-8162
LinkedIn
Skills
- Financial Planning
- Tax Planning
- Retirement Planning
- Investments
- Estate Planning
- Education Planning
- Life Insurance - Term, Whole Life and Universal
- Long Term Care
- Disability
Credentials
- CPA
- Financial Advisor - Series 66
- Investment Advisor - Series 7
- MBA
- Life Insurance Agent
Interests
- Travel
- Cooking
- Reading
- Astronomy
Languages
- English
- Hindi
- Punjabi
- Bengali
- Gujrati