Ash Ahluwalia

Background

About Ash Ahluwalia

A Leader in Social Security Planning Ash boasts nearly three decades of specialized expertise in Social Security planning, dedicated to guiding individuals toward optimizing their retirement income benefits. Focused Expertise: At OneTeam Financial, Ash leads the Social Security Planning division, developing personalized strategies aligned with clients' unique financial circumstances. His extensive knowledge helps individuals navigate the intricate landscape of Social Security, potentially unlocking significant lifetime benefits. Recognized Proficiency: Formerly leading National Social Security Partners, LLC (NSSP), Ash holds certifications as a National Social Security Advisor®. His industry leadership and expertise were acknowledged with the prestigious "National Social Security Advisor of the Year" award in 2016 by the National Social Security Association. Educational Background: Ash holds a Bachelor of Commerce degree from the University of Toronto and has earned designations including Chartered Accounting (Canadian CPA), Certified Financial Planner®, and an MBA from Wharton Business School. Contributions and Speaking Engagements: Ash's insights have been featured in reputable publications such as The Wall Street Journal, Barron's, U.S. News & World Report, and Financial Planning magazine. He is a sought-after speaker at conferences, webinars, and industry events, catering to various audiences, including legal, accounting, and financial professionals. Disclosure: Securities and Investment Advisory Services Offered Through M Holdings Securities, Inc. A Registered Broker/Dealer and Investment Advisor, Member FINRA/SIPC. OneTeam Financial, LLC is independently owned and operated. Third-party posts found on this profile do not reflect the views of M Holdings Securities, Inc. nor its Associated Persons/Affiliates, and have not been reviewed by M Holding Securities as to accuracy or completeness. This material and the opinions voiced are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine what is appropriate for you, please contact me directly or consult another qualified professional. The testimonials/ recommendations used may not be representative of the experiences of other clients, and they are not indicative of future performance or success. Financial planning and investment advisory services offered through Prosperity Capital Advisors (PCA) an SEC registered investment advisor. CA Insurance License #0N05071 6217620.1