Kam Amirzafari is a CERTIFIED FINANCIAL PLANNER™ practitioner, who has also earned his Chartered Advisor in Philanthropy® (CAP™) designation.
For over a decade, Kam has earned a reputation for providing skilled and practical guidance as a trusted insurance professional and financial planner. He believes in fostering long-term relationships in order to help clients manage life goals and pursue financial well-being. He taught courses at Prudential’s New Agent School, the Center for Financial Planning Excellence and the Capstone Retirement Planning School.
Kam’s areas of knowledge include:
- Estate and Retirement Planning
- Investment Planning
- Business Succession Planning
- Charitable Giving
- Asset Protection utilizing Insurance
Kam received a Bachelor of Science in Business and Environmental Economics from Rutgers University, and a Master’s degree in Financial Services from the American College. Kam holds the Series 7, Series 63 and 65 securities registrations through LPL Financial, and is also licensed to sell life, health, disability, and property and casualty insurance.
He is a member of the Mercer County Estate Planning Council, the Financial Planning Associations, and the Gift Planning Council of New Jersey. Kam is also active in the Spirit of Princeton community service organization, and a former paratrooper in the 82nd Airborne Division.
Series 7, 63, & 65, life, health, disability, property & casualty