It's Personal... Not Just Business with Michael Fliegelman, Episode 14

In this episode of “It's Personal... Not Just Business,” Michael Fliegelman speaks with Arjun Kapoor, a Financial Advisor at the United Wealth Group, a wealth management firm with offices in New York City and New Jersey.

Tune in to the episode to hear about:

 * Arjun’s career path beginning with internships in finance while attending BU to private wealth management roles at financial institutions in New Jersey and New York City

 * How working with entrepreneurs fueled Arjun’s desire to pursue a more entrepreneurial advisory track, leading him to join Asghar Kazim and Nick Saleem at United Wealth Group

 * Earning the CFA designation through a demanding self-study process and how it built confidence and investment expertise

 * Shifting from an investments-only focus to holistic planning that integrates taxes, insurance, estate planning, and risk management

 * Arjun’s mentors as his personal “board of directors” 

 * Lessons from Arjun’s father

 * Exciting personal news

 * United Wealth Group’s goals to grow and add advisors in 2026

Learn more about Arjun Kapoor:

 * Connect with Arjun on LinkedIn: https://www.linkedin.com/in/arjunkapoor3

 * Email Arjun: [email protected]

 * Read Arjun’s profile on the United Wealth Group’s website: https://www.unitedwealthllc.com/team/arjun-kapoor

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About It's Personal... Not Just Business

It's Personal... Not Just Business is a podcast hosted by Michael Fliegelman, where he interviews role models and shares lessons for other financial advisors & brokers.

Subscribe to the It's Personal... Not Just Business podcast on Apple: https://podcasts.apple.com/us/podcast/its-personal-not-just-business/id1697020484

Subscribe to the It's Personal... Not Just Business Video Series on Youtube:  https://youtube.com/playlist?list=PLqPfNvNC856ueNLZI1Ig_bERyQCyWsnTR&si=b6fQS_9yVdhsifsI

Learn more from and connect with Michael Fliegelman:

Website: http://www.lifeinsurancebrokeragemf.com/

LinkedIn: https://www.linkedin.com/in/michaelfliegelman/

Facebook: https://www.facebook.com/StrategicWealthAdvisorsNetwork

Twitter: https://twitter.com/SwanWealth

YouTube: https://www.youtube.com/@strategicwealthadvisorsnet3361/videos