Piyush Aroda headshot
Financial Services Professional

Aroda Awarded Agent of the Year in the Greater San Francisco General Office of New York Life: 2008, 2007, 2005

3 time Forbes list awardee.
Recently: https://www.forbes.com/profile/rocky-aroda/

Not an indication of future performance or any one client’s experience. See methodologies.

Council Awards every year from 2004 through 2025

Enjoy working with families who would like to share insights on the growth of their business or advancement of their professional career. Wealth strategy is a supported adventure of technical discussions with a prioritization of needs and desires all embodied in risk strategy practices..
My clients look to further enhance their opportunities, but at the same time realize the need to address financial concerns and challenges. They have a strong desire to accomplish their personal objectives in every area that is important to them, and they value a relationship with a financial services professional who will support their aspirations.

My clients seek long-term relationships based on trust, and they understand the importance of these relationships with a financial services professional who can help them accomplish goals for themselves, their business and their family.

VALIDATION IS THE FIRST STEP...

  • Evaluate Retirement Plans

  • College Savings Strategizing

  • Wealth / Estate Funding:  Protecting and Accumulating Wealth

  • Business Initiatives: Succession, Benefits Programs

  • Legacy Solutions

AND SUCCESS IS A JOURNEY...

New York Life Greater San Francisco 2008 Associate of the Year
NYL Greater San Francisco 2007 Associate of the Year
NYL Greater San Francisco 2005 Associate of the Year
NYL Executive Council 2007, 2008, 2009, 2010, 2011, 2012, 2013, 2014, 2015
NYL Presidents Council 2006
NYL Career Life Producer Award 2005
NYL Career Success Award 2005
NYL Annuity Champion 2005
Qualifying Member:  Million Dollar Round Table* 2005 and 2007
Member, NAIFA

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