CFP®, CLU®, CLTC – Private Wealth Advisor in New York
- Risk Management
- Retirement Planning
- Investment Planning
- Long Term Care
- Certified Financial Planner (CFP®)
- Chartered Life Underwriter (CLU®)
- Certified Long Term Care (CLTC)
- Bachelor of Science in Accounting from Brooklyn College
- MBA in Corporate Finance from Pace University’s Lubin School of Business in New York City
Attahjundwe Obiajulu began his financial career in 1969 when he started as a small business-lending officer at New York’s Manufacturers Hanover Trust Co. (now J.P. Morgan Chase). As a consequence of his Nigerian heritage and foreign language skills, Attahjundwe was transferred to that bank’s international division to help build their portfolio in sub-Sahara Africa. While there, he developed and managed the bank’s multi-million dollar project financing, investments and commercial trade financing portfolios for institutional, governmental, and high net worth clients in 24 African countries.
In 1988, he joined Stuart James Co., as an investment banker, where he specialized in raising equity capital for young biotechnology and software companies. In order to better serve his clients’ diverse investment needs, he affiliated with PaineWebber (now UBS Financial Services Inc.) in 1990, where he developed investment strategies and managed portfolios for self-employed professionals, business owners, high net worth individuals, and non-profit institutions.
He holds a Bachelor of Science degree in Accounting from Brooklyn College. He has also earned his CERTIFIED FINANCIAL PLANNER™ certification (CFP®) from the CFP Board of Standards, as well as his Chartered Life Underwriter (CLU) and Certified Long Term Care (CLTC) designations. Colonel Obiajulu is a retired US Army combat veteran of the Vietnam War – he was also activated for stateside duty in support of Operation Desert Storm.
Several years ago, he founded the Long Island Wellness Network, Inc., a local non-profit organization whose goal is to promote health education and awareness of health issues amongst the African, Latino and Asian-American communities on Long Island.
Attahjundwe is the recipient of three meritorious services and a distinguished service award from the United Negro College Fund. He is a member of the Long Island chapters of the Financial Planning Association (FPA) and the One Hundred Black Men of America, an international service organization dedicated to community enrichment through programs focusing on youth mentoring, education, health & wellness, and economic development.