Ojas Sardesai is dedicated to providing financial strategies to credit union members by emphasizing the benefits of a personalized approach to financial planning. Ojas is deeply focused on developing a strong relationship with credit union members, and is committed to helping them build a path to pursue their short-term and long-term financial goals.
He is committed to crafting a personalized plan tailored to each credit union member’s financial objectives. Ojas believes this approach is critical to helping credit union members work toward a sound financial future, and in helping them pursue financial wellness throughout every stage of their lives.
As a Financial Consultant at Wealth Management at Hudson Valley Credit Union, Ojas is experienced in Investment Management, Retirement Planning, Tax-efficient College Savings Programs, and Estate Planning. He is also certified by the New York State Insurance Department as an approved Life Insurance professional. In addition to meeting with credit union members on an individual basis, Ojas also conducts a variety of free, educational seminars and workshops.
Ojas graduated from the University of Delaware with a Bachelor’s degree in Finance along with a minor in Economics.