Retirement Planning Specialist
Harish Chugh, a 35-year veteran of Equitable Advisors, offers a wide range of financial products and services for high-net worth individuals, business owners and professionals. He focuses his attention on developing sound personal and business plans to help his clients achieve their short and long-term financial goals. Working with his clients, he reviews, analizes, designs and implements estate and wealth planning strategies and financial planning programs based on their individual circumstances.
Just some of the products and services he provides in meeting clients financial needs include:
- Wealth Accumulation and Preservation
- Estate Planning Strategies
- Retirement Planning
- Risk Management
- Wealth Management
- Employee Benefit Plans
- Business Succession Planning
Harish recently earned the title “Retirement Planning Specialist” from Equitable Advisors having completed an education program at the Wharton School, University of Pennsylvania. The Wharton program was developed for Equitable Advisors financial professionals to help provide them with a higher level of preparation and knowledge to best serve the retirement planning needs of Equitable's valued clients.
He also received certification for completing an advanced learning curriculum, focused on Asset Allocation and Wealth Management Strategies at Harvard University. Not only were the academic sessions based on the latest research and practices of leading experts from the financial and academic communities, but it also provided Harish a deeper understanding of portfolio management platforms and enhanced resources for building stronger, long-lasting and effective client relationships.
Mr. Chugh is also a qualified member of the Million Dollar Round Table and a member of the National Association of Life Underwriters.
In 1984 he was appointed to management and has earned many company awards and accolades for his leadership skills including membership in Equitable's Hall of Fame.
He is a graduate of Delhi University with a Bachelors Honor Degree in Economics and a Masters Degree in Business Economics. He also did post-graduate work in international trade and worked for four years in that field before immigrating to the U.S.
Committed to his community, he currently serves as Trustee of the Herricks Community Fund and served as past Secretary of the India Association of Long Island. Harish and his family currently reside in Manhasset Hills, New York.