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The Power of Authentic Leadership with LPL’s Aneri Jambusaria

Sep 22, 2025
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Aneri Jambusaria has spent her career in wealth management, inspired by immigrant parents who viewed financial planning as security for underserved families. Now leading wealth management at LPL Financial, a firm with $2 trillion in assets and serving seven million Americans, she credits her C-suite rise to a mindset shift from scarcity to abundance and a stronger appetite for risk. Jambusaria calls this the most exciting era yet, as investing once reserved for the ultra-wealthy becomes accessible to everyone.
#Business Services #Financial Planning & Management #Investing