MassMutual financial professional.

Palavi "Julie" Malikemail

Fortis Lux Financial

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
    Arts

    Affiliations & 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 Disclosures

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