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PARTNER | WEALTH ADVISOR

Vijay Aluwalia, CFP®, SE-AWMA™

Vijay Aluwalia CFP®, SE-AWMA™ serves as Partner and Wealth Advisor at Bergamot Asset Management. 


Previously, Mr. Aluwalia served as Financial Advisor with Edward Jones from 2016-2021. Prior to that, he was a Director of Tax at Verizon. His earlier career included management consulting roles at firms Zurich Financial Services, Black Horse Financial Services (Lloyds TSB), INVESCO and Kepner-Tregoe. 


He is a CFP® Professional, a Sports & Entertainment Accredited Wealth Management Advisor™ Professional and holds a Masters Degree in Business Administration from Cranfield University (UK).

He currently sits on the Board of Trustees of Big Brothers Big Sisters of Coastal & Northern New Jersey and Robert Wood Johnson University Hospital Hamilton.


Email: vijayaluwalia@bergamotam.com

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