About
Ji Khalsa
I spent two decades before advisory work in roles where the individual pieces only function when they're coordinated with each other. Different setting, mostly on the operations side of complex organizations, but the discipline was the same.
What I do now, at the household level, is that same discipline applied to retirement. The plan, the investments, the tax picture, and the estate arrangements need to be looking at each other, not sitting in separate corners of your life.
Some of the women I work with are managing that planning alongside a parent's care. That's a situation I understand from experience, not only from reading.
Credentials and Affiliation
I'm an Investment Adviser Representative registered with Acrylic Financial, and I hold the Series 65 license. I work with clients under the DBA Prosperity Bridges Financial. Based in the East Valley, working across Phoenix Metro.
Fiduciary Standard
On the advisory portion of my work through Acrylic Financial, I am subject to a fiduciary duty. This means advisory recommendations must be made in the client’s best interest. Insurance products, when used, are offered separately, and I may receive commissions from the insurance carrier. I will disclose that compensation when it applies.
WORKING ALONGSIDE
Jeannie Pond, MSIO
Insurance Specialist
Jeannie Pond is an insurance specialist and is not an Investment Adviser Representative of Acrylic Financial. She provides insurance-related services separately through Brokers Alliance, where properly licensed.
She brings decades of experience supporting pre-retirees and retirees as they evaluate insurance options and understand how different structures fit into a broader plan. She also holds a Master's in Industrial-Organizational Psychology.
Licensed in FL, TX, TN, MI, WA, GA, NC, IN, AZ, and VA.
