Everything we do for our clients is focused on helping our clients Save, Invest, Grow their Financial Assets and Protect their Financial Assets. We provide this as a service to our clients while striving to provide an excellent service and experience for every client.
We are a fee-only fiduciary financial advisor to our clients. We do not sell brokerage investment products or receive any investment commission incentives. Therefore, we have no conflict of interest. Our interests are aligned with those of our clients. Our primary focus is to help our clients grow their wealth over a long-term horizon consistent with their life cycle goals.
Our clients are busy professionals, business owners, divorcees, widows, retirees, pre-retirees or someone experiencing a financial life change. These clients rely on us to plan, identify, educate, execute, manage, monitor and report back to them their consolidated financial situation. This allows our clients to focus on things that are important to them.
Our most important goal is to earn our clients trust. We want to shoulder as much financial responsibility as our clients will allow. We strive to deliver financial peace of mind to our clients and exceed their expectations with our excellent service. Our client’s confidentiality, data privacy and data security are very important to us and we take it very seriously.
MS in Finance, CFA
Kean is a specially qualified Senior Portfolio Manager who can draw from his experience to help clients build and manage custom investment portfolios and use option strategies for risk mitigation and enhancing yield.
Kean assists clients in identifying and prioritizing their financial goals and with problem solving. His experience includes investment management solutions, financial planning services, tax minimization strategies, trust & wealth transfer strategies and retirement planning. He develops solutions which are customized and aligned with his clients personal circumstances and unique preferences.
Prior to United Success Wealth Management, Kean worked as a Senior Vice President and Portfolio Manager at Merrill Lynch. Kean also worked with JPMorgan & Chase in its Private Client Wealth Management Group as a Private Client Advisor. Kean also has a deep experience at the institutional level in Investment banking, debt and equity capital markets at Citi and UBS and Fixed Income Portfolio Management as a Credit Analyst at AIG.
Kean holds a Masters of Science in Finance from Boston College, and a Bachelors in Commerce in Accounting & Economics from the University of Mumbai. Kean holds the Chartered Financial Analyst® designation, awarded by the CFA Institute to Kean in January 2005.
Chartered Financial Analyst® and CFA® are registered trademarks of the CFA Institute.
Tax Specialist & Business Advisory Manager
Beata Ligas serves as a Tax Specialist and Business Advisory Manager for United Success. She specialized in tax strategies, bookkeeping, and accounting for small businesses. As an Enrolled Agent, she is authorized to represent taxpayers before the Internal Revenue Services. Beata is a tax specialist unrestricted as to which taxpayers she can represent, what types of tax matters she can handle, and which IRS offices she can represent clients before.
Beata is focused on your personalized financial goals and outstanding client service. She values building strong relationships with her clients and tailoring her services to your specific needs. Beata can also assist you with retirement planning, which is an important aspect of financial planning for many individuals and businesses.
Beata combines her high standards and attention to details with diligence and outstanding client service. Your personalized financial goals and needs will be her main focus.