John Choudhary - Financial & Wealth Management
John Choudhary - Financial & Wealth Management

John Choudhary - Financial & Wealth Management

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Introduction: With over two decades of invaluable experience in the financial industry, John Choudhary embarked on his career journey in wealth management at UBS in the Washington D.C. Metro Area. After a successful decade of service at UBS, John took the entrepreneurial leap and established CAM Private Wealth Services. His vision was to provide customized financial solutions, inclusive of institutional investment strategies and holistic planning services. John is committed to fostering strong client-advisor relationships and providing his clients with unfettered access to top-notch financial resources. From crafting tax-efficient strategies for concentrated stock positions to planning for retirement and educational goals, John collaborates with each client to develop a roadmap to grow and preserve their wealth. Specializing in an array of services including financial planning, retirement planning, wealth management, estate planning, tax planning, and education planning, John is dedicated to helping you lead a fulfilling life. With the right advisor, you can live your life to the fullest.
Overview

Serves Reston, VA

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5 employees

14 years in business

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Credentials
License

License Type: Broker (Securities) (VA)

License verified on 3/22/2023

License

License Type: Investment Adviser Representative (VA)

License verified on 3/22/2023

Background Check

Firhan Choudhary

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