Niraj Chhabra is the Managing Director of SideBar Advisors, a financial services firm that provides customized wealth management plans for attorneys. Before launching the firm in 2022, he was a Financial Advisor with Ameriprise Financial, concentrating on clients in the legal profession with a focus on family finances, tax and estate strategies, retirement, and financial planning for small businesses.
Niraj holds the Certified Financial Planner (CFP®) certification and is a member of the New Jersey Chapter of the Financial Planning Association. When he’s not helping lawyers navigate their unique tax challenges, Niraj enjoys international travel with his wife and son, running marathons, and catching up on books.
Here’s a glimpse of what you’ll learn:
- Niraj Chhabra shares his background, growing up in Hudson County, New Jersey
- How Niraj found his calling in financial management
- Niraj’s mentors in the finance space
- Why is it crucial to be a connector?
- Niraj’s big career leap: becoming an Ameriprise franchise and navigating the intricacies of a startup
- Repositioning priorities and strategizing to achieve success
- What is the importance of having a morning routine?
- Niraj’s top tips for scaling a company and his goals for SideBar Advisors
In this episode…
According to famous columnist Marilyn vos Savant, success is achieved by developing your strengths. How do you create a path and plan based on life’s resources to lead you from where you are to your desired destination? Following your passion with unwavering determination is key to achieving your dreams.
Financial planning expert Niraj Chhabra navigates his long and fruitful career with this mindset — from his long stint with Ameriprise Financial to setting up his wealth management firm. After discovering his strength in financial management, Niraj expanded by leveraging the money management and work ethics lessons learned early in life and career to reach his goals. Now he opens up on some of his greatest insights on creating a winning strategy for success and taking a bold leap toward career fulfillment.
In this episode of the Family Hustle Podcast, hosts Amanda Abbou and Alec Borenstein welcome Niraj Chhabra, the Managing Director of SideBar Advisors and financial planning expert for legal practitioners. Niraj delves into his fascinating journey of establishing a thriving firm and achieving work-life balance. He also reflects on the influence of his background and mentors on his professional journey, career lessons, and his goals for SideBar Advisors.
Resources mentioned in this episode:
- Alec Borenstein on LinkedIn
- Borenstein, McConnell and Caplin, P.C.
- Amanda Abbou on LinkedIn
- Signature Realty New Jersey
- Family Hustle Podcast
- Niraj Chhabra’s LinkedIn | Bio | Facebook
- SideBar Advisors
- Ameriprise Financial
- Financial Planning Association of New Jersey
- Drive: The Surprising Truth About What Motivates Us by Daniel H.Pink
- The Diary of a CEO Podcast
- How I Built This Podcast
Sponsor for this episode…
This episode is brought to you by Borenstein, McConnell and Caplin, P.C.
BMC is a business and estate planning law firm serving Central and Northern New Jersey as well as New York City. BMC strives not only to give you a great client experience but to become your trusted advisor for life.
Our areas of practice include estate planning and administration, advanced trust and tax planning, elder law, business litigation, will contents and estate litigation, and more.
To support you in diverse aspects of life, we have developed relationships with other exceptional attorneys, accountants, financial planners, charitable organizations, and other professionals. That’s what we mean when we say we are “The Law Firm to Trust.”
We have a strong bench of outstanding, highly engaged, committed lawyers with extensive connections in the region.
Visit bmcestateplanning.com for more information.
