Avinash D. Deshpande

Further information about Avinash D. Deshpande:

Avinash is the founder of The Capital Legacy, LLC, an independent Financial Services firm. He holds the designations such as Chartered Financial Consultant (ChFC) and Chartered Life Underwriter (CLU). In addition, he is licensed to offer various investments, life and health insurance products available in the industry from some of the highest ranking carriers. He has given several lectures, interviews and educational seminars to the public, prospects and clients. Through these seminars, he has covered a broad range of subjects ranging from basic financial planning for young people to the ultimate Charitable Estate Planning for senior affluent families and business owners. Avinash and his wife have two children and three grandchildren.

He is a Registered Representative and Investment Advisor Representative of NFP Securities, Inc.

Compensation and Fee Structures:

Fee Based or combination of Fees & Brokerage Commissions, as the clients desire.

Licenses, Certifications & Affiliations:

Series 7,22,63
Life, Health P & C
Chartered Financial Consultant (ChFC)
Chartered Life Underwriter (CLU)

Education:

Not specified

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Further information about The Capital Legacy, LLC:

(Size of firm: 0-9 advisors)

Qualified & Non-qualified Retirement Planning.
Network with Pension Actuarial, Accounting & Law Firms.
Independent & Objective Advice, Working with Physicians, Business owners & High net worth Families, Pre & Post Retirement Distributions from Pension Plans like 401(k) etc.

Securities offered through Registered Representatives of NFP Securities, Inc., A Broker/Dealer and Member FINRA/SIPC

Investment Advisory Services offered through Investment Advisory Representatives of NFP Securities, Inc. a Federally Registered Investment Advisor

The Capital Legacy, LLC is an affiliate of National Financial Partners Corp., the parent company of NFP Securities, Inc.