Arjun Bhandari
Financial Services Professional
Empowering mid-market business owners and their teams through strategic financial solutions informed by global banking expertise.
About
Arjun is a seasoned financial professional with a wealth of international experience his focus is on providing comprehensive financial solutions to mid-market business owners and their employees. With a strong background in corporate banking across Asia, Europe, and the United States, Arjun leverages his expertise to empower clients to achieve financial security and freedom. His passion lies in helping business owners succeed by applying his extensive banking and financial experience to address their unique needs.
Arjun began his career as a Chartered Accountant at Ernst & Young (EY) in New Delhi, after earning his Bachelor of Commerce (Honors) degree from Shri Ram College of Commerce. He held leadership positions at American Express, ABN AMRO Bank, and Deutsche Bank, where he served in transformative roles since 2000. At Deutsche Bank, Arjun was a trailblazer, turning around unprofitable operations in Chandigarh and Kolkata and achieving a remarkable 75% market share of the German banking business in India in 2009-10.
In 2010, Arjun transitioned to the United States, setting up Deutsche Bank’s Asia desk in New York, fostering business relationships between US clients and Asian markets. He later moved to Jacksonville, Florida, where he established a Corporate Banking division and served as Chief Operating Officer for the Corporate Banking Group, managing Fortune 500 clients.
Today, Arjun applies his extensive expertise as a Financial Services Professional at Coastal Wealth, guiding clients toward their personal and business financial goals. He is also a Charter Member of Vistage (Jacksonville chapter), dedicating his time to mentoring CEOs on strategic business challenges.
Arjun is actively involved in giving back to the community. He volunteers with St. Jude Children’s Research Hospital, contributing to their mission of advancing cures and treatments for pediatric diseases. A fitness enthusiast and avid golfer, Arjun enjoys membership at esteemed clubs including Sawgrass Country Club, Bombay Presidency Golf Club, Delhi Gymkhana Club, Friends Club, and India Habitat Center.
He and his wife reside in Jacksonville, Florida, where they cherish their time together and continue to build meaningful connections within their community. Arjun holds Series 7 and Series 63 licenses and is authorized to sell life insurance products in multiple states, including California, Florida, Georgia, North Carolina, New York, Pennsylvania, Texas, Virginia, and Washington, D.C.
Securities and investment advisory services offered through qualified registered representatives of MML Investors Services, LLC. Member SIPC. www.SIPC.org. 1000 Corporate Drive, Suite 700, Fort
Career Snapshot
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My Approach
Knowledge is the key to a successful financial future. My background, experience, and commitment to providing you with the resources you need to make financial decisions can help make your financial future as successful as you need it to be. I pride myself in getting to know each client so that I can understand their individual needs and what matters most to them.
This helps me recommend products and strategies designed to meet your current needs, and more importantly, your future needs.
My goal is to provide holistic, comprehensive financial services to individuals and businesses. I can help you make good financial decisions seeking to help avoid potential issues by providing you with superior client service focused on tailored, objective financial strategies, to help you reach your goals.
Our Six
Step Process
Six clear steps. One powerful strategy for your financial future.
Identify
your unique situation
and goal.
Gather Information
to prepare your strategy.
Managed
Analyze
your current portfolio to identify any gaps that may exist.
Present Strategy
review your goals and discuss recommended strateties
Review
strategies in place so you can make informed decisions & meet goals
Impliment
strategies to help you achieve financial freedom.
Solutions That Have Impact
Achieving your financial goals takes patience to create the kind of possibilities that money can buy. Whether you’re saving for a home, a college education, a dream project, or preparing for retirement, having a trusted financial professional can support and guide you to make solid decisions that can turn life goals into reality.
Personal Solution
Protection
- Life Insurance
- Disability
- Income Insurance
- Long Term Care
- Medical | Health | Dental
Retirement
Services
- 401(k)
- 403(b)
- 457(b)
- IRAs
- Roth IRA
- Defined Benefit Plans
Investment Products Services
- Annuities (Fixed & Variable)
- Brokerage
Investments
Estate Planning
- Tax Efficiency Strategies
- Charitable Giving
Business Solutions
Smart solutions for succession, compensation, and employee benefits. Helping businesses protect what they’ve built and plan what’s next.
Succession
- Buy-sell protection
- Key person coverage
- Buy-out funding
Qualified Plans
- 401(k)
- Simple/SEP IRAs
- Defined Benefit Plans
Non-Qualified
Plans
- Executive Bonus
- Deferred Compensation
- Split Dollar
Group Benefits
- Health Savings Account
- Dental Insurance
- Vision Insurance
- Life Insurance
- Long Term Care
- Disability Insurance
Disclosure:
Ca insurance license #xxxxx | state of domicile: xx
Ar insurance license #xxxxx | state of domicile: xx
I am licensed to sell insurance in: list states
*Not all representatives can offer all services listed. Please consult our office for full details. Health & dental insurance offered by unaffiliated insurers.local firms are sales offices of massachusetts mutual life insurance company (massmutual), springfield, ma 01111-0001, and are not subsidiaries of massmutual or its affiliated companies.crn202408-949479
