- About BMM 2019
- Reg. Closed
LPL Financial, Chartered Financial Consultant
Arun Kulkarni is managing a financial services practice for 25 years under LPL Financial with three offices in Dallas, San Francisco and Memphis. He specializes in wealth management, retirement planning for individuals and small businesses, educational funding, tax strategies, investment and estate planning advice. His clients include physicians, corporate executives, small business owners, non-profit organizations, among others.
He holds Chartered Financial Consultant (ChFC) designation and series 7, 66, 6, 24 and 53 credentials. He is licensed to conduct business in 15 states in the U. S.
Prior to entering financial services in 1994, he was a corporate executive at Federal Express responsible for its global expansion. He is married to Anita, has two children and four grandchildren, lives in Roanoke TX. He is a graduate of California Institute of Technology. He is a member of DFW Marathi Mandal and BMM volunteer.