Kam Amirzafari, AEP, CFP®
 Certified Financial Planner™
609.683.9300 ext 251
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Kam Amirzafari is a CFP® CERTIFIED FINANCIAL PLANNER™ practitioner, who has earned his Accredited Estate Planner (AEP) designation by the National Association of Estate Planners and Councils, in addition to his Chartered Advisor in Philanthropy® (CAP™) designation.  Kam is also Certified in Long Term Care (CLTC).  For over 14 years, Kam has earned a reputation for providing skilled and practical guidance as a trusted insurance professional and financial planner.  He believes in fostering long-term relationships in order to help clients meet life goals and achieve financial well-being. He taught courses at Prudential’s New Agent School, the Center for Financial Planning Excellence and the Capstone Retirement Planning School.  His areas of knowledge include:

  • Estate and Retirement Planning

  • Business Succession Planning

  • Charitable Planning

  • Asset Protection

 Kam holds a Bachelor of Science in business and environmental economics from Rutgers University.  He is currently working toward a Master’s degree in financial services from the American College.  He is a member of the Mercer County Estate Planning Council, the National Association of Insurance and Financial Advisors (NAIFA), the Financial Planning Associations, and the Gift Planning Council of New Jersey.  Kam is also active in the Spirit of Princeton community service organization, and a former paratrooper in the 82nd Airborne Division. Kam holds the securities registrations of Series 7, 63 and 65. He is also licensed to sell life, health, disability and property and casualty insurance. 

138 Nassau Street • Princeton, NJ 08542 • 609-683-9300 ext. 251 • www.macleanagency.com

 

Kam Amirzafari offer investment advisory services as a Registered Representative of Prudential Financial Planning Services (PFPS), a division of Pruco Securities, LLC (Pruco) and securities and products and services as a a Registered Representative of Pruco.  Mac Lean Agency is not affiliated with Pruco.  Other products and services may be offered through a non-Pruco entity.  1-800-201-6690

IFS-A101518 ed 1/2008

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