Advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated
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Credentials
Series 66
Firm
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Location
New York, NY 10036
Himanshu Kumar is a Financial Advisor with Merrill Lynch Wealth Management, bringing two years of industry experience and three years with the firm. He specializes in developing personalized financial plans that align with clients’ unique ambitions, focusing on areas such as general investing, retirement planning, and preparing for unexpected expenses. Himanshu emphasizes understanding clients’ priorities to help them pursue personal goals, including funding education and planning for retirement and healthcare costs.
Himanshu holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. He earned an Accredited Certificate from the Australian Institute of Technology and Education. Fluent in English, Punjabi, Hindi, and Urdu, Himanshu values strong client relationships and strives to provide ongoing guidance as financial needs evolve. Outside of his professional role, he is involved with the Fresno Cambodian Buddhist Society, Inc.
Merrill Lynch, PIERCE, FENNER & SMITH INCORPORATED
2020 - Present (6 years)
Trans atlantic reinsurance
2019 - 2019 (1 year)
Gorham convexity strategies
2019 - 2019 (1 year)
Stevens institute of technology
2018 - 2019 (1 year)
Western digital corp
2015 - 2018 (3 years)
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