Vijay Krishnaswamy is the son of a business owner- his father died suddenly when Vijay was seven and Vijay and his family had to go through a difficult journey. Therefore Vijay has made it his mission to help families and businesses live their best lives and achieve true financial freedom.
Vijay is a seasoned executive with a twenty-year career in delivering significant profitability to small and large businesses. He is currently focused on bringing corporate best practices and risk management strategies to individuals, including high net worth business owners to help them protect and grow their wealth. He is Series 7 and 66 licensed and is also a financial planner.
He has managed a revenue line of over $250MM for American Express and has routinely advised C-level leadership in several industries including automotive, B2B services, information technology, financial services, manufacturing, pharmaceutical and the print/advertising industries. These executives rely on him to deliver strategic recommendations on matters ranging from revenue strategy, operational issues, company turnaround, invest/divest decisions and marketing.
Vijay is a Certified Financial Planner(TM) professional, an MBA from the Wharton School of Business and a B.Tech from IIT Madras. He also received his Accredited Investment Fiduciary designation. He is active in both alumni clubs and strongly believes in giving back to his alma maters and other charitable institutions both in India and the US. His philanthropic interests are on children’s health, literacy, education and eradicating blindness. He is also active in his local community and has been a soccer coach in Princeton, NJ