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Ji Khalsa, Investment Adviser Representative

Author

Ji Khalsa

Investment Adviser Representative · Acrylic Financial, Inc.

Ji Khalsa is an Investment Adviser Representative with Acrylic Financial, Inc. (an SEC-registered investment adviser located in Arizona), Series 65 licensed and a fiduciary on advisory work. Before advisory work, she spent two decades on the operations side of complex organizations — coordinating pieces that only function when they look at each other. She now brings that same discipline to retirement planning at the household level, for women across East Valley & Phoenix Metro, Arizona, often those also caring for an aging parent or navigating a divorce, widowhood, a second marriage, or planning on their own.

  • Series 65 licensed
  • Fiduciary on advisory work
  • Investment Adviser Representative, Acrylic Financial, Inc.
  • East Valley & Phoenix Metro, Arizona

Writing

Articles by Ji Khalsa

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