Palavi "Julie" Malik


    Focus: Insurance Strategies, Business Owners, Investment Strategies, Risk Management Strategies, Estate Planning, Retirement Strategies, Business Succession Planning, Group Benefits

    Languages: English

    I focus on providing wealth management solutions to families, professional executives and business owners.  Together with my team, I help affluent clients address their biggest cioncerns like:

    preserving their wealth

    risk management

    mitigating taxes

    taking care of their heirs

    wealth transfer

    estates strategies

    business continuation strategies To learn more how I may be able to help lets connect today

     

     

    Education

    I am a St John University Alumni (1995-2000)
    and currently enrolled in St Johns MBA program(2019-Present)

    Hobbies

    Community Organizer
    Reading
    Jazz Enthusiast
    Arts

    Affiliations & Memberships

    AAPI Member, South Asian Comminity Member

    See Palavi’s Licenses and Disclosures

    Check the background of this investment professional on FINRA’s BrokerCheck

    Contact Palavi

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    Fortis Lux Financial

    Main Office

    277 Park Avenue 41st & 44th Floor
    New York, NY 10172-0003

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    CRN202207-264936