Kam  Amirzafari,  CFP<sup>&reg;</sup> - Financial Advisor

Kam Amirzafari, CFP®


MacLean Wealth Management

138 Nassau St, 3rd Fl
Princeton, NJ 08542
(609) 430-0144


Kam Amirzafari is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at MacLean Wealth Management in Princeton, NJ and the surrounding communities.

Financial Advisor Experience

Kam Amirzafari is a CFP® CERTIFIED FINANCIAL PLANNER™ practitioner, who has earned his Accredited Estate Planner (AEP) designation by the National Association of Estate Planners and Councils, in addition to his Chartered Advisor in Philanthropy® (CAP™) designation.

For over a decade, Kam has earned a reputation for providing skilled and practical guidance as a trusted insurance professional and financial planner. He believes in fostering long-term relationships in order to help clients meet life goals and achieve financial well-being. He taught courses at Prudential’s New Agent School, the Center for Financial Planning Excellence and the Capstone Retirement Planning School.

His areas of knowledge include: · Estate and Retirement Planning · Investment Planning · Business Succession Planning · Charitable Giving · Asset Protection

Kam received a Bachelor of Science in Business and Environmental Economics from Rutgers University, and a Master’s degree in Financial Services from the American College. Kam holds the Series 7, 63 and 65 securities registrations through LPL Financial, and is also licensed to sell life, health, disability, and property and casualty insurance.

He is a member of the Mercer County Estate Planning Council, the Financial Planning Associations, and the Gift Planning Council of New Jersey. Kam is also active in the Spirit of Princeton community service organization, and a former paratrooper in the 82nd Airborne Division.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63, 65

Designations & Certifications

  • Other - CAP™

Insurance Licenses

  • Life insurance: NJ, PA, GA, NY, FL
  • Health/disability insurance: NJ, PA, GA, NY, FL
  • Property/casualty: NJ, PA, GA, NY, FL
  • Fixed annuities: NJ, PA, GA, NY, FL
  • Variable annuities: NJ, PA, GA, NY, FL

Broker-Dealer Affiliation

LPL Financial

Broker-Dealer Disclaimer

Securities offered through LPL Financial, Member FINRA/SIPC

Financial Advisor's Specialties

Comprehensive Financial Planning, Attending College, Annuities, Charitable & Planned Giving, Estate Planning, Investment Management, Employee Benefits, Mutual Funds, Insurance, Retirement, Long-term Care


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