Ashish Tomar, ChFC, RICP, CLU, CASL in

Ashish Tomar, ChFC, RICP, CLU, CASL

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President and Financial Adviser at Akshya Financial
📍 St Paul, Minnesota, United States

Professional overview including current role context, leadership scope, domain focus, and career trajectory to help you understand background relevance before outreach.

Key behavioral and communication insights including interaction style, decision-making tendencies, and motivation drivers to tailor messaging and personalize conversations.

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Experience
21 Years
Current Role
President and Financial Adviser
Job Level
Leadership
Location
St Paul, Minnesota, United States
Personality Overview

How Ashish shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Ashish cares about

Strategic Priorities
Topic insights and context to help personalize outreach and discovery conversations.
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Career

Work history

5-2006
President and Financial Adviser
Akshya Financial
5-2006
Financial Adviser
Eagle Strategies LLC.
2-2009
Founder
Hague Estate LLC.
5-2006
Agent
New York Life Insurance Company
7-2003 - 4-2006
Analyst
Securian Financial
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
2010 - 2012
Chartered Financial Consultant® (ChFC®) 2009-2011
The American College of Financial Services
2009 - 2011
Chartered Life Underwriter® (CLU®) 2009-2011
The American College of Financial Services
2010 - 2011
Chartered Advisor in Senior Living® (CASL®) 2011-2012
The American College of Financial Services
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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