Audent Global Asset Management
Ajeya Kukreja, CFP®, currently serves as a Senior Client Service Associate at Audent Global Asset Management since February 2021, having previously held the position of Client Service Associate at Pacific Advisors from June 2019 to February 2021. In the role at Pacific Advisors, Ajeya provided exceptional client service, onboarded new client accounts, ensured compliance through detailed documentation, and supported advisors with administrative tasks. Additionally, as a Financial Representative, Ajeya led a project to assist clients through strategic planning and utilized proprietary software to enhance client services. Ajeya holds a Bachelor's degree in Financial Planning and Services from Cal State Fullerton, earned in 2019.
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Audent Global Asset Management
Audent Global Asset Management was founded to develop holistic financial plans informed by goals-based alternative investment strategies. Once we understand a clients’ short- and long-term needs, we tailor a portfolio that minimizes risk, is tax efficient, and can be actively managed for success.