team around a shared work space

Financial Services Professional

As a New York Life Agent and Financial Services Professional, my practice focuses on:

  • Retirement Planning

  • Estate Planning

  • College Education Savings

Our client profiles are focused primarily on:

  • Professionals/Executives

  • Self Employed Business Owners

  • Families

  • Women Professional/Business

We help our clients crystalize their goals and create strategies to help  implement those goals . Through our knowledge,experience and  resources, we are dedicated to providing sound recommendations.

I have been located here in Edina MN over the last 24 years. I work with clients in Minnesota and several states around the US.

Mangala Pai is recipient of the following:

*Qualifying and Lifetime Member of the Million Dollar Round Table.

Please use my website as a resource, and do not hesitate to contact me for additional information or to schedule a meeting. Thank you for your interest and I look forward to visiting with you.

*The Million Dollar Round Table (MDRT), The Premier Association of Financial Professionals, is recognized globally as the standard of excellence for life insurance sales performance in the insurance and financial services industry.

Neither New York Life Insurance Company nor its agents or affiliates provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.