Palavi "Julie" Malikemail
420 Lexington Avenue Suite 2510
New York, NY 10170-2199
Professional Story
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
ArtsAffiliations & Memberships
AAPI Member, South Asian Comminity Member
Languages:
- English
Specialties:
- Insurance Strategies
- Business Owners
- Investment Strategies
- Risk Management Strategies
- Estate Planning
- Retirement Strategies
- Business Succession Planning
- Group Benefits
Check the background of this investment professional on FINRA’s BrokerCheck
See Palavi’s Licenses and DisclosuresConnect with Palavi
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