About Me

Amanpreet (Aman) Kohli is the Wealth Management Associate at APS Wealth Management, where he supports the firm's advisors and investment team by delivering comprehensive client service and investment operations. He assists with portfolio implementation and monitoring, financial planning support, account administration, performance reporting, and the preparation of client meeting materials to help ensure a seamless client experience.

Aman holds a Bachelor of Business Administration in Business Management and brings more than 20 years of experience in the financial services industry. His extensive operational expertise, client-focused approach, and commitment to excellence help APS Wealth Management deliver personalized wealth management and retirement planning solutions.