Piyush Rocky Aroda, LUTCF, MBA

Aroda Awarded Agent of the Year in the Greater San Francisco General Office of New York Life: 2008, 2007, 2005


A MEETING OF WILLS?  
My clients have a dedication to the growth of their business or advancement of their professional career. Their wealth strategy is either through ownership of a privately held corporation or in a management position of a private or public company. 

My clients look to further enhance their opportunities, but at the same time realize the need to address financial concerns and challenges. They have a strong desire to accomplish their personal objectives in every area that is important to them, and they value a relationship with a financial services professional who will support their aspirations. 

My clients seek long-term relationships based on trust, and they understand the importance of these relationships with a financial services professional who help them accomplish goals for themselves, their business and their family. 

VALIDATION IS THE FIRST STEP...
q  Evaluate Retirement Plans
q  College Savings Strategizing
q  Wealth / Estate Funding:  Protecting and Accumulating Wealth
q  Business Initiatives: Succession, Benefits Programs
q  Legacy Plans

AND SUCCESS IS A JOURNEY...

NYL Greater San Francisco 2008 Associate of the Year
NYL Greater San Francisco 2007 Associate of the Year
NYL Greater San Francisco 2005 Associate of the Year
NYL Executive Council 2007
NYL Presidents Council 2006
NYL Career Life Producer Award 2005
NYL Career Success Award 2005
NYL Annuity Champion 2005
Qualifying Member:  Million Dollar Round Table* 2005 and 2007
Member, NAIFA

* MDRT is recognized throughout the industry as the standard of excellence in life insurance sales performance.

Piyush Rocky Aroda is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the state of CA. (CA Ins. Lic. # 0E61122)

Piyush Rocky Aroda is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC,  a licensed insurance agency.  In this regard, this communication is strictly intended for individuals residing in the state of CA. No offers may be made or accepted from any resident outside the specific state referenced.