Viresh G. Bawa

Why Work With Us

We at Road To Retirement, Inc. strive to embody empathy, kindness, and patience in every interaction that we have with our clients. We know that financial planning can be an extremely stressful endeavor, and we are here to support our clients no matter where they are in their lives and careers.

Before we even consider a financial plan, we want to meet with our new clients and discuss their unique situations. We believe that a client’s goals and values should be an integral part of any plan, and we will not advocate for any strategies that a client does not feel fully comfortable with and is not in their best interest. This is one of the many ways that we put our clients’ needs first, before we even start looking at a financial plan.

Who We Are

Viresh G. Bawa

(908) 666-5304

viresh@road2retirement.net

Viresh G. Bawa is a Senior Advisor at Road to Retirement, Inc. He has 15 years of combined experience in working with many types of insurance products such as long term care, disability, life insurance, annuities, as well as retirement consulting. His career spans across multiple companies, including MetLife, Hartford Life, AON Hewitt, and Arthur Els and Associates. Viresh has a Bachelor's degree in Economic Science and is a Fellow of the Society of Actuaries, a Chartered Enterprise Risk Analyst and holds his New Jersey Life Insurance License.

When he’s not helping clients prepare for their financial future, Viresh spends his time on activities such as assisting those with a disadvantaged background, yoga and golf. From time to time, he serves as a volunteer under the federal sponsored Volunteer Income Tax Assistance (VITA) program which offers free tax help to those who cannot afford such services, persons with disabilities and limited English speaking taxpayers who need assistance in preparing their own tax returns. This enables him to put his financial expertise to great use for the community and society in general.