Your Personal Financial Coach

schedule an appointment

seminar registration

client login

Menu

WHO WE ARE


About Our Firm
Meet Our Team
Estate Planning Resource
Investment & Financial Planning Resource
Contact Us

WHAT WE DO


Investment Management
Life plan for your business®
Planning for Individuals
Investment & Retirement Planning
Planning for Business Owners
Planning for Physicians & Dentists
Executive Benefits
Income Tax Strategies
Special Needs Planning
Working with Other Advisors
Financial Solutions

HOW WE DO IT


Our Planning Process
Our Legacy Planning
Strategic Alliances
What Are Your Concerns?
Wealth Management

EDUCATION CENTER


Helpful Links
Video Library
Market Watch

Meet Our Team

 

Email

Calendly

Linkedin

Karan Murugesu, CFP®, ChFC®

Founder & CEO

Office : (609) 469-0242
Direct : (973) 222-5873

Karan is the Founder, and CEO of Ameriwealth Financial Group, LLC and has been in the financial services industry since 2010, having worked with some of the most sophisticated and well-regarded organizations and clients in the country. Karan and his team are committed to helping clients succeed in achieving their financial goals through the design and implementation of effective financial planning and wealth management strategies. Specializing in working with business owners, executives and affluent individuals and families, Karan offers expertise in the areas of holistic and comprehensive financial planning1, investment advisory services, portfolio design & management, business succession planning, estate planning, retirement income and insurance design. ...

Karan holds a Bachelor’s Degree in Biology from New Jersey Institute of Technology and Rutgers State University of New Jersey. He has earned his ChFC® (Chartered Financial Consultant) designation from The American College of Financial Service. Karan is also a CFP ® (CERTIFIED FINANCIAL PLANNERTM) Professional certified by the CFP board. He remains active with the College to earn more designations in order to be able to serve more clients with tailored needs.

Karan is a qualifying council member of New York Life Insurance Company since 2011, a qualifying member of the MDRT* (Million Dollar Round) and a member of NAIFA (National Association of Insurance and Financial Advisors.

He is married to Kavipiriya Karan and has a daughter, Amrutha Karan and currently resides in New Jersey.
* The Million Dollar Round Table (MDRT), The Premier Association of Financial Professionals, is recognized globally as the standard of excellence for life insurance sales performance in the insurance and financial services industry.

 
schedule an appointment

Email

Calendly

Linkedin

Bhuvana V. Iyer, CLTC®

Senior Associate

Office : (609) 469-0241
Direct : (908) 222-7161

Bhuvana V. Iyer is a senior associate of Ameriwealth Financial Group. She has been in the financial and insurance industry since 2010 and began her career as agent with New York Life Insurance Company.

Bhuvana has been working with some of the most sophisticated and well-regarded organizations and clients in New Jersey and many other States. She is licensed in many states in the country for insurance in life and health. She has earned CLTC®️ designation (Certified in Long Term Care) and is willing to work with clients with systematic process and solutions for extended care. Bhuvana has committed to help clients succeed in achieving their financial goals through the design and implementation of effective financial strategies and extended health care needs. Bhuvana Iyer is a licensed independent Senior Health Insurance representative for Medicare options and works with various health care agencies. ...

Bhuvana offers expertise in the areas of retirement, educational, insurance and estate conservation.
Bhuvana has her Bachelors degree in Economics and Associate Degree in Accounting and Finance. She has worked as an Oracle Financial Analyst in a leading publishing company and an entrepreneur prior to entering the insurance industry.

Personally, Bhuvana has been an active member of the community for the past 30 years volunteering her time helping people and organizations in various activities. She continues to extend services both in her personal and professional life. She and her husband Venkat Iyer, Senior application/Systems Sales Engineering Supervisor of Honeywell Corp, have been living in Iselin, NJ for the past 34 years. Her daughter is a physician in Montefiore Hospital and her son is a director of Urban Planning in NYU.

Email

Calendly

Linkedin

Vidya Shivkumar

Administrative Manager

Office : (609) 469-0241

Vidya joined Ameriwealth Financial Group in 2020. She comes with a rich background of having worked in the Insurance Sector in New York Life. Vidya is passionate about supporting our clients find the right solution for their needs. She manages the day-to-day functions of the office and supports our clients by responding to general inquiries. She loves that her role at Ameriwealth Financial Group allows her to interact with all our clients and contribute a little to their stories along the way .


 

Karan Murugesu (CA Insurance Lic # 0H30687), and Bhuvana V.Iyer are Agents collectively licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of NJ, NY, CA, CT, DE, FL, IL, MA, MD, NY, PA, TX, VA and WA. No insurance business may be conducted outside this/these state(s) referenced.

*Karan Murugesu is a Registered Representative of and offer securities products & services through NYLIFE Securities LLC, (Member FINRA/SIPC), A Licensed Insurance Agency & New York Life Company. In this regard, this communication is strictly intended for individuals residing in the states CA, GA, MD, MA, NJ, NY, TX and VA only. No offers may be made or accepted from any resident outside the specific states referenced.

1Karan Murugesu is a Financial Adviser for Eagle Strategies LLC, a Registered Investment Adviser. Eagle Strategies LLC is a New York Life Company. In this regard, this communication is strictly intended for individuals residing in the states CA, GA, MD, NJ, NY and VA only. No offers may be made or accepted from any resident outside the specific states referenced.

Neither New York Life Insurance Company nor its agents/affiliates or Ameriwealth Financial Group, LLC or its agents or employees provides tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.

Karan Murugesu can offer AARP products.The Products offered as a part of the AARP Life Insurance and Annuity Program are issued by New York Life and its affiliate. AARP and its affiliates are not insurers does not employ or endorse agents, producers or brokers.

Ameriwealth Financial Group, LLC is not owned or operated from NYLIFE Securities LLC or its affiliates.

 


Copyright 2023. All Rights Reserved.
Privacy Policy
NYLIFE Securities LLC, Member FINRA/SIPC.

For additional information, visit Customer Relationship Summary.pdf

Karan Murugesu (CA Insurance Lic # 0H30687) , Amutha Arumugam ,and Bhuvana V.Iyer are Agents collectively licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of NJ, CA, CT, DE, FL, IL, MA, MD, NY, PA, TX, VA and WA. No insurance business may be conducted outside this/these state(s) referenced.

Karan Murugesu is a Registered Representative of and offer securities products & services through NYLIFE Securities LLC, (Member FINRA/SIPC), A Licensed Insurance Agency & New York Life Company. In this regard, this communication is strictly intended for individuals residing in the states CA, GA, MD, MA, NJ, NY, TX and VA only. No offers may be made or accepted from any resident outside the specific states referenced.

Karan Murugesu is a Financial Adviser for Eagle Strategies LLC, a Registered Investment Adviser. Eagle Strategies LLC is a New York Life Company. In this regard, this communication is strictly intended for individuals residing in the states CA, GA, MD, MA, NJ, NY, TX and VA only. No offers may be made or accepted from any resident outside the specific states referenced.

Neither New York Life Insurance Company nor its agents/affiliates or Ameriwealth Financial Group, LLC or its agents or employees provides tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions. The Products offered as a part of the AARP Life Insurance and Annuity Program are issued by New York Life and its affiliate. AARP and its affiliates are not insurers does not employ or endorse agents, producers or brokers.

Karan Murugesu can offer AARP products. Ameriwealth Financial Group, LLC is not owned or operated from NYLIFE Securities LLC or its affiliates.

| Privacy Policy | Site Map

Copyright 2023. New York Life Insurance Company. All Rights Reserved.
NYLIFE Securities LLC, Member FINRA / SIPC.

×