Amit Chopra, CFP® - Senior Investment Consultant

Mr. Chopra began his career with Gary Goldberg Financial Services ("GGFS") in 2006 as a sales intern. From there, he quickly moved through the company to become the youngest Investment Consultant in the firm's mentorship program. Having an economics and finance background helps Mr. Chopra work closely with the firm's Strategic Investment Committee to develop customized solutions for the firms' clients'.

As an investment consultant Mr. Chopra is primarily focused on providing a level of service normally not seen in the finance industry. By developing trusting, and long lasting relationships with clients, Mr. Chopra helps provide the support, guidance, and reassurance that many seniors need, especially as retirement nears.
Working closely with members of the Strategic Investment Committee and his mentor, Mr. Chopra is able to present portfolios that utilize a long term investment approach coupled with the personalized service that help clients accomplish their goals.

Separately, Mr. Chopra works closely with the Volunteer Action Center of Rockland County, where he particularly enjoys his work in pet therapy with residents of local assisted living facility. Mr. Chopra is also a frequent contributor to The Wall Street Journal: MarketWatch.com


 

 

 

 

 

 

 

 

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