Karamjeet was the original founder of Mangat & Associates, which has since been acquired by White Knight Strategic Wealth Advisors. He has an extensive background in comprehensive wealth management with extensive experience in multi-generational planning. He is focused on delivering sound financial solutions and maintaining strong personal relationships with his clients. Karamjeet specializes in managing high-net-worth relationships grounded in comprehensive financial planning, asset management, trust and estate planning, charitable planning and business succession and other wealth and income strategies.
Karamjeet's has 36 plus years of experience with Mangat and Associates- a Private Wealth advisory practice of Ameriprise Financial, a large broker-dealer. Karamjeet earned a Master of Business administration in Finance and a Marketing degree (MBA). He also holds a Certified Financial Planner (CFP). His Certified Investment Management Analyst (CIMA) credentials help the team build and manage portfolios in a highly tax-efficient manner.
In his spare time, Karamjeet loves spending time with his wife Pammi of 48 years, his two children Harpreet and Anjuli, and five lovely grandchildren and friends. He enjoys Reading, Yoga, Meditation, swimming, walking and playing golf.