Karan Murugesu, CFP®, ChFC® in

Karan Murugesu, CFP®, ChFC®

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Financial Adviser at Eagle Strategies, LLC
📍 New York City Metropolitan Area, United States

Karan Murugesu is the Founder and CEO of Ameriwealth Financial Group, where he leverages over 15 years of experience as a CERTIFIED FINANCIAL PLANNER™ professional. He specializes in wealth management for business owners, executives, and physicians. He is also a Financial Adviser with Eagle Strategies and an agent for New York Life.

Karan demonstrates a strong commitment to his roots through active community involvement. He volunteers to lead development activities for his high school in Sri Lanka. This dedication to service is a long-standing trait, evidenced by his prestigious scouting award in his youth.

He is the recipient of the Presidents Scout Award, the highest rank in the Sri Lankan Scout Association, which was presented by the President of Sri Lanka.

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Experience
14 Years
Current Role
Financial Adviser
Job Level
Leadership
Location
New York City Metropolitan Area, United States
Personality Overview

How Karan 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 Karan cares about

Holistic Financial Planning
As a CFP® professional and founder of his own firm, he focuses on helping clients with wealth accumulation, preservation, and distribution through a holistic planning process.
Financial Education
He hosts "The Ameriwealth Talk Show, " a bi-weekly podcast dedicated to providing practical financial advice and answering questions on investing, retirement, and insurance.
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Career

Work history

4-2020
Financial Adviser
Eagle Strategies, LLC
3-2015
Founder & CEO
Ameriwealth Financial Group, LLC
9-2010
Financial Services Professional
NYLife Securities LLC
9-2010
Agent
New York Life Insurance Company
In the press

Media appearances

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Education
2008 - 2010
Bachelor's degree
New Jersey Institute of Technology
2008 - 2010
Bachelor's Degree
Rutgers University–Newark
2006 - 2008
Associate's degree
Essex County College
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

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