Sanjit S. Khara


Senior Financial Advisor, First Vice President
Chartered Retirement Planning Counselor SM (CRPC®); Series 7, 31, 66 registrations; Pennsylvania Life, Accident and Health licenses

Experience: 16 years

Education: Bachelor of Science in Economics, cum laude, University of Pittsburgh

Specialty Areas: Comprehensive investment planning, which includes wealth accumulation, retirement income stream/cash flow, and asset protection/transfer strategies.

“Our process starts with listening. Then, I ask questions and listen some more. After that I use my experience and resources to find solutions for my clients, which we decide upon and implement together in conjunction with their tax and legal team. Then I start listening again…”