Baji V Puram, CLU®, ChFC®, CASL®
Wealth Management Advisor


Physicians Nationwide

Personal

An immigrant of India, I have been a small business owner much of my adult life.  In India, I owned an advertising specialty business and print shop.  Today, I am a representative for The Columns Resource Group.

After moving to the United States, I wanted to resume my printing and advertising business, but quickly realized the market dynamics were quite different than back in India.  The difficulty of raising capital and understanding labor laws made my plans impractical.

I quickly became aware that seniors in the United States were not always prepared for retirement and sometimes are forced to work in order to maintain their lifestyle.  That convinced me to set about helping people create, protect, and preserve their wealth in order to fulfill their dreams, whenever they may occur. I became a Wealth Management Advisor with The Columns Resource Group.

I live with my wife Surekha & son Vikram, Resident of Indian Hills, Edina, MN

I enjoy spending time with my family and travelling. Every summer camping is a must!  I also enjoy taking my son to soccer and love to spend time reading and gardening.


In May 2014, I was honored to be a part of presenting a check to the University of Minnesota Amplatz Children’s Hospital, as a result from our fundraising efforts.  Our local offices set a goal to raise $30,000 in one day for childhood cancer research.  We accomplished this goal, and received national recognition from the Northwestern Mutual Foundation.  Because of our success, they awarded our fundraiser with a check for $50,000!

Our $50,000 donation quickly became $100,000 after “Alex’s Lemonade Stand” matched our contribution to helping fight Childhood Cancer.  Please see the picture below, and know how proud we are to bring this money to our community!

 

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