Poonam Walia, CFP®

Poonam Walia, CFP®

Financial Professional

Phone: 508-785-3532
Fax: 508-791-3144
Mobile Phone: 508-667-4930
E-mail:
 

 

Poonam Walia, CFP, joined Highland Financial Group in 2011 with over 9 years of financial experience working with professionals and business owners.

She works to create a comfortable, confidential environment where clients are free to discuss their financial and personal concerns.  She helps her clients plan for all of their future needs whether it is college funding, retirement, or estate issues.

With an extensive background in financial and planning issues, Poonam holds a Certificate in Financial Planning from Boston University, a B.S from Delhi University. She is a lifelong learner and routinely attends seminars and conferences each year to keep her skills current so she can provide exceptional service for her clients.

In her free time Poonam satisfies her creative side by cooking and baking for her friends and family. She has a great passion for travelling, adventure and experiencing different cultures and lifestyles.

Poonam resides with her husband and little Tessa (her dog) in Shrewsbury, Massachusetts. She has two daughters that are pursuing their careers.

CFP ®, CERTIFIED FINANCIAL PLANNER ™ and CFP® (with flame logo) are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board's initial and ongoing certification requirements.

 


Securities and investment advisory services offered through AXA Advisors, LLC (212-314-4600), member FINRA/SIPC. Annuity and insurance products offered through AXA Network, LLC and its insurance agency subsidiaries. AXA Network, LLC does business in California as AXA Network Insurance Agency of California, LLC and, in Utah, AXA Network Insurance Agency of Utah, LLC. AXA Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

Highland Financial Group is not owned or operated by AXA Advisors, LLC or its affiliates.