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Arun Lai - Your financial professional for life

Arun Lai - Your financial professional for life

Retirement Planning Specialist

My name is Arun Lai. Welcome to my Web site. Please allow me to introduce myself . . .

As a financial professional of Equitable Advisors, and an active member of the community, I am dedicated to helping individuals and businesses build their financial futures.

I provide financial products and services to individuals and small businesses, including asset allocation strategies, retirement funding, and estate planning strategies, annuity products, life insurance products, and mutual funds. Securities products and services are offered through Equitable Advisors.

To stay on top of my field and develop my professional skills, I regularly attend industry training and certification programs. I have passed the exams for and hold the FINRA Series 7 and Series 66 registrations. Additionally, I am a Retirement Planning Specialist with Equitable Advisors, based upon receipt of a Certificate in Retirement Planning from the Wharton School, University of Pennsylvania. Additionally, I have attended the Equitable Advisors Institute, an advanced learning curriculum, hosted at Harvard University. This program is a significant part of my continued education in Asset Allocation and Wealth Management. I have also earned my Ohio Life, Health, and Variable Products Insurance licenses.

I am a graduate of The Doon School in India, and my academic achievements include a Bachelor of Arts degree from Delhi University.

My education, experience and professional association have fostered my practical approach to offering financial products and planning services to my clients. Rather than just recommending a hodgepodge of unrelated products, first I'll consider your specific financial goals. Then, if it is suitable, as a finanical professional of Equitable Advisors, I'll recommend the appropriate products and services to help you execute your strategy.
With over 30 years of business experience in Cincinnati, I have developed and maintained strong and honest relationships with clients, proven by a low attrition rate and high retention of repeat clients. Additionally, I have built and nurtured solid relationships with hundreds of high-level clients throughout the Greater Cincinnati business community.

Maintaining a strong sense of community and a solid professional foundation are very important to me. I am the Past President of the Covington Rotary Club, Charter President of the Exchange Club of N.E. Cincinnati, and the Past Chair of the Central Clinic Board of Directors. Founded in 1923 by United Way, this non-profit agency helps care for the underprivileged and indigent population of Cincinnati. Additionally, I currently serve as a member of the Ronald McDonald House Planned Giving Council, as a Board Member and Treasurer of the Mason Deerfield Chamber of Commerce, and as a Past Board Member and Vice Chairman of the Masonic Learning Center for Children with Dyslexia . These learning centers have been created specifically for the purpose of providing free specialized training and tutoring to children who suffer from Dyslexia, and provides them with the skills and confidence they need to approach learning with eagerness and without fear.

My wife Beverly, son Chethan and I reside in Loveland, Ohio.

Thanks for visiting.