Naveen Kumar
Financial advisor at IA Private Wealth (usa)
Naveen Kumar is a financial advisor, with 1 year in the industry. Naveen joined IA Private Wealth (usa) in 2025, a firm offering financial planning and investment management. Naveen holds the CFA designation.
At a glance
Services through IA Private Wealth (usa)
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
None listed.
Career
- Jun 2025 – nowIA Private Wealth (usa) Inc.Current firm
Questions to ask Naveen
Tailored to Naveen’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- Your firm can charge performance-based fees. Would that apply to me?
- What does a financial plan with you include, and how often is it updated?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
About Naveen
How do I contact Naveen?
Call IA Private Wealth (usa) at 1-855-999-2081 and ask for Naveen Kumar. Naveen works from the Mississauga, null office.
How long has Naveen been a financial advisor?
Naveen has been in the industry since 2025, about 1 years. More experience than 50% of advisors at IA Private Wealth (usa).
What licenses does Naveen hold?
No exams are listed on the official record.
Is Naveen a fiduciary?
Naveen is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.
How is Naveen paid?
IA Private Wealth (usa) reports being paid by a percentage of the assets they manage, flat or fixed fees, a share of investment gains. Ask Naveen for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.