Amit Trivedi

Amit Trivedi
 

Amit joined Fortis Lux Financial in 2019 with great motivation to offer a holistic approach to financial planning. His priority goal is to help clients make well-informed decisions on what types of protection and investment strategies are right for them. As we know, life and goals can change unexpectedly therefore Amit is mindful of how plans need to adjust to clients ever changing circumstances. Amit’s goals are to listen to client’s concerns, provide protection planning, risk management, investment options, and tax-efficient strategies.

Some of Amit’s current clients are business owners, teachers, police officers, medical professionals, and state of Connecticut employees all with goals of securing their financial future. Amit started his career in 2015 at Foresters Financial Services. He ranked as one of the top 100 financial advisors and qualified for MDRT membership from 2016-2018.

Prior to Amit’s financial services career, he managed KAMOD LLC, a family-owned real estate company with his brother. Amit graduated from the University of Connecticut with an Economics degree and is a Veteran of the United States Army. He is also a skydiver and currently resides in Middlebury with his wife, Tran and their dog Sofi.