Babita is a believer in building a trusting and long-term relationship with her clients. Babita has a strong passion for focusing on her clients’ goals and concerns and providing customized and personalized solutions to help create a strategy for their financial security. Whether it is funding for education or retirement, helping protect those you love, or planning to pass on your estate or business, Babita is committed to using her advanced knowledge of financial planning to advise clients on ways to help them achieve their financial goals.
Certified Financial Planner (CFP)
College of Financial Planning (MS, Personal Financial Planning)
Securities and investment advisory services offered through Royal Alliance Associates, Inc. member FINRA/SIPC. Royal Alliance Associates, Inc. is separately owned and other entities and/or marketing names, products or services referenced here are independent of Royal Alliance Associates, Inc.