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Cfp® Vijay Aluwalia
CFP® - Wealth Management - Financial Planning - Investment Management
Vijay Aluwalia is a Certified Financial Planner (CFP®) and holds the SE-AWMA™ designation, indicating expertise in investment management. He serves as a Wealth Advisor and Managing Director at Bergamot Asset Management LP, where he focuses on helping clients navigate financial decisions and market fluctuations through customized portfolio strategies.
His professional background includes a significant role in transforming the Tax IT function at Verizon, enhancing its value-add capabilities over four years.12 Aluwalia is dedicated to comprehensive financial planning and aims to positively impact clients' lives through his fiduciary responsibilities.3
At Bergamot Asset Management, the investment philosophy emphasizes a bottom-up approach, analyzing company-specific fundamentals to identify attractive investment opportunities, especially during periods of negative investor sentiment.1
