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From Ameriprise to Sidebar Advisors: Niraj Chhabra’s Journey
Manage episode 465945791 series 3579053
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This week Ivy Slater, host of Her Success Story, chats with her guest, Niraj Chhabra. The two talk about the unique financial challenges faced by women and attorneys, the personalized strategies Sidebar Advisors employs to address these challenges, and the innovative ways Niraj leads his team to create a fulfilling work culture.
In this episode, we discuss:
Niraj Chhabra's unexpected career path
The decision to launch Sidebar Advisors
Sidebar Advisors unique approach toward women lawyers
The importance of educational workshops
Differences in financial planning between men and women
Niraj Chhabra is the Managing Director of SideBar Advisors. Before launching the firm in 2022, he was an advisor with Ameriprise Financial since 2005, concentrating on clients in the legal profession. His central focus includes family finances, tax and estate strategies, retirement, and financial planning for small businesses. His goal is to help attorneys navigate their unique tax challenges and modify their financial plans as their careers evolve. He does this by offering attorneys holistic financial planning and complimentary educational workshops.
Interesting Facts
Favorite quote: James Dean, who says, “Dream as if you’ll live forever. Live as if you’ll die today.”
Niraj loves brewing his beers. He enjoys spending time outdoors, running marathons, gardening, and snowboarding. Inside, he likes to start his day by meditating and catching up on his favorite books. When he’s not working, Niraj enjoys international travel with his wife and son and giving back to his community.
Education
Niraj received his MBA in finance at Rutgers University in 2015. Before, he attended Montclair State University and graduated in 2005 with a bachelor’s in business administration, management, and marketing.
Qualifications
CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
CLTC® Certified Long Term Care®
CRPC® Chartered Retirement Planning Counselor℠
Series 66 – Uniform Combined State Law Examination
Life and Health Insurance
Professional Associations
Financial Planner’s Association of NJ, Membership Committee
Community Participation
De Novo Harriers
Oasis-A Haven for Women & Children, Volunteer
Savvy Ladies, Volunteer
Niraj Chhabra, CFP®,MBA,CLTC,CRPC®
Financial Planner Direct: (201) 484-7464 LinkedIn | Facebook
Website:
Social Media Links:
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