About us: Who we are
KAI Advisors is a boutique fee-only personal financial planning and investment management firm located in Princeton Jct., NJ and serving families and small businesses nationwide.
Our aim is to help you achieve peace of mind regarding your finances through sound advice, by guiding you through the financial decisions you will face in your lifetime.
We offer financial planning services to help balance your resources and spending with your lifetime goals. We offer investment management services to help you grow your assets so that you can achieve your goals with the level of risk you are comfortable with.
Our technologically advanced tools and techniques, disciplined approach, and low over-head keep our costs down. We share the savings with you.
We accept no commissions or any other payments from any financial product or service provider. As fiduciaries, we work only for you, in your best interest.
At KAI Advisors, Ajay brings together his past professional business experience and education in the areas of economics, international affairs, technology, finance and consulting to deliver:
Ajay Kaisth, CFP®, CRPC®
Ajay is a financial planner and investment manager with over twenty years of professional business experience, fourteen of which have been focused on the financial services industry. This includes working on Wall Street in the Asset Management/Private Banking Group at SG Cowen & Co. and with registered investment advisory firms. Since 2004, Ajay has been providing comprehensive financial planning services and investment management advice to individuals and families, on a fee-only basis.
Ajay grew up in Bombay, India, attending Campion and Cathedral Schools, and earning a BA in Economics from St. Xavier's College. He also has a Diploma in International Studies from Johns Hopkins University, School of Advanced International Studies (SAIS), Bologna, Italy, and a MA degree in International Studies from the Norman Paterson School of International Affairs (NPSIA), Carleton University, Ottawa, Canada.
Ajay is a CERTIFIED FINANCIAL PLANNER™ certificant and a CHARTERED RETIREMENT PLANNING COUNSELORSM designee.
He has been a member of NAPFA, the National Association of Professional Financial Advisors, since 2004. NAPFA is the nation's leading organization dedicated to the advancement of Fee-Only comprehensive financial planning. He founded the Princeton Study Group for NAPFA in 2006 and currently serves as a study group leader. He is also a member of the Financial Planning Association (FPA) as well as the FPA NJ Chapter. He also participates in the Mercer County Estate Planning Council.
Ajay has been a speaker at NAPFA study groups and conferences, has served on FPA NJ committees, and has been quoted in periodicals such as Kiplinger, Inc., Wall Street Journal, Investment News, Financial Planning as well as by Reuters and WSJ.com
Fee Only Financial Planning & Investment Management