Arvind Saxena, Financial Adviser

Arvind comes from India (Mumbai) where he grew up and studied to become an Electronics Engineer. He started his career in the Software Industry and that enabled him to move to his dream country USA. The San Francisco Bay Area is now his new home since 25 years.

Arvind has 22 yrs experience working in the tech industry doing a variety of roles from Software Engineer, Technical Support to Product Management, Business Development. He also attained PMP (Project Management Professional) credential. Prior to starting his financial firm, he was a co-founder of a Software Securities startup that he ran for 3 years and through which he traveled extensively to Europe, South America and Africa. This was his foray into sales and entrepreneurship.

As a business owner, he was always interested in the financial and commercial side of business – that led to his transition into his financial career. While in the tech industry, Arvind developed a diverse network of tech professionals, business owners and techpreneurs. He identified pain points in this high net worth market and quickly developed expertise in offering solutions around advanced business planning, insurance planning and strategies around retirement planning, estate planning, etc. Through his hard work, business and financial acumen, his financial advisory practice took off to a flying start where he achieved Executive Council (EC) in his 1st year of New York Life. Since then, he has attained EC for all 3 years and EC Premier for 2023 council year. He was ‘New Associate of the Year’ in 2022 with the highest production in new org and qualified for MDRT with prestigious Court of Table (COT) status.

In 2023, Arvind established New Genesis Financials and Insurance Solutions Inc. He is a fiduciary and has a FINRA Series 7 and Series 66 license that allows him to offer holistic financial advice to his clients in the areas of investments, wealth management and legacy wealth transfer strategies. In 2024, he also got affiliated with an elite group Eagle Strategies LLC – for comprehensive financial planning.

During his free time, you can find Arvind on the golf course or on Badminton courts. He is also a trained singer and enjoys singing. He is married to Dr. Preeti Kumar, a successful dentist in the bay area and has 2 beautiful high school kids Pratha 16 and Ashir 14. He loves to travel with his family on vacations.