Vinay Kaul

Vinay Kaul
Vice President Financial Advisor Investment Services Group Truist Investment Services, Inc.
The Fenton, Kaul, Koustenis Group of Truist Investment Services, Inc.

4707 Langston Blvd

Arlington, VA 22207-3406

Vinay.Kaul@Truist.com

Phone 703-841-5028

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About me

Background

Vinay Kaul is a Financial Advisor within Truist Investment Services, Inc., offering clients more than 15 years of financial services, retirement planning, and investment management experience.  

Vinay focuses on advising clients on developing and implementing investment strategies to help them address their immediate and future goals. He follows a disciplined process of assessing a client’s financial situation, forming and executing an appropriate investment plan, and performing ongoing portfolio maintenance to obtain measurable results. He also consults on risk management, retirement planning, and other critical financial strategies. 

Investment Adviser Representative, Truist Advisory Services, Inc.
Check the background of this investment professional on FINRA's BrokerCheck

Education

B.S.
Rutgers University 2000 2004

Personal Interests

Vinay lives in Fairfax, Virginia, with his wife and two daughters, and his hobbies include playing musical instruments, hiking, and travelling. He has played guitar since 1988 and hiked 14,000-foot mountains. He loves to constantly learn, can speak and understand multiple languages, and enjoys visiting new places while exploring various cultures.

Specialties

  • Cash-flow forecasting, business planning, asset accumulation strategies, savings and tax planning, executive compensation, retirement distributions

  • Innovative, customized risk management strategies and solutions in partnership with McGriff and Truist Life Insurance Services, designed to protect every facet of your assets and income.

  • Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more

  • Wills; trust, estate, gift, wealth transfer, and generation-skipping tax planning; estate administration and settlement; and more

  • Philanthropic strategies, charitable structure evaluation, private foundations and grant management, donor advised funds

  • Exclusive educational events, whitepapers, articles, podcasts, legacy planning, next-generation education

  • Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more

Locations

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