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Ji Khalsa, Investment Adviser Representative

Author

Ji Khalsa

Investment Adviser Representative · Acrylic Financial, Inc.

Ji Khalsa is an Investment Adviser Representative with Acrylic Financial, Inc., Investment Adviser Representative of Acrylic Financial, Inc. and a fiduciary on advisory work. She spent twenty years leading operations in academia and industry, with responsibility for budgets and the financial side of the work. She now applies that same discipline to retirement planning at the household level, for women across Arizona's East Valley and Phoenix Metro. Some are approaching retirement, some are working through a parent's care or what it left behind, and some are rebuilding after a divorce or the loss of a spouse.

  • Investment Adviser Representative of Acrylic Financial, Inc.
  • Fiduciary on advisory work
  • Investment Adviser Representative, Acrylic Financial, Inc.
  • East Valley & Phoenix Metro, Arizona

Writing

Articles by Ji Khalsa

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