Ji Khalsa
Independent Financial Strategist & Certified Financial Educator (CFEI®) at Prosperity Bridges Financial | Tempe, Arizona, United States
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Ji Khalsa currently serves as an Independent Financial Strategist and Certified Financial Educator (CFEI®) at Prosperity Bridges Financial, where he leverages over two decades of expertise to empower high-income professionals, pre- and post-retirees, and business owners. In his role, Ji specializes in developing comprehensive retirement strategies that prioritize financial protection and stability, ensuring clients are well-prepared for market fluctuations and economic uncertainties. His systematic, protection-first approach integrates key elements such as 401(k) optimization, Social Security planning, and tax-efficient strategies, helping clients align their financial plans with their long-term goals.
Drawing from his extensive background managing over $100 million in federally funded research projects and employee benefits, Ji brings a unique perspective that combines technical education strategy, regulatory compliance, and a deep understanding of government contracting. His expertise in learning systems architecture and digital marketing enhances his ability to communicate complex financial concepts clearly, making financial literacy accessible and actionable for clients. Ji’s focus on building safer, smarter retirement plans involves not only investment management but also strategic risk mitigation, ensuring clients are resilient against market downturns and economic shifts.
At Prosperity Bridges Financial, Ji Khalsa’s mission is to remove the guesswork from retirement planning by integrating industry-specific knowledge—such as life sciences, GMP, and microbiology—with financial stability principles. His holistic approach ensures clients can confidently navigate their financial futures, leveraging his skills in regulatory compliance and government contracting to craft customized, compliant strategies. Whether advising high-net-worth individuals or business owners, Ji’s commitment is to deliver trustworthy, protection-oriented financial guidance that aligns with each client’s unique circumstances and aspirations.
Independent Financial Strategist & Certified Financial Educator (CFEI®) at Prosperity Bridges Financial in April 2024 to Present
Consultant at Khalsa Consulting in March 2011 to July 2024
Vice President of Product Development at Kalytera Therapeutics in August 2015 to January 2017
Vice President, Operations at Intrucept Biomedicine LLC in Association with University of Louisville in September 2014 to January 2017
Texas A&M Engineering Experiment Station Industry Fellow Distinction at The Texas A&M Engineering Experiment Station National Center for Therapeutics Manufacturing (NCTM) in September 2013 to December 2016
Advisory Board at Lone Star College-Montgomery Biotechnology Institute in September 2010 to December 2016
Advisory Board at Texas A&M National Center for Therapeutics Manufacturing in January 2011 to January 2015
Director of Operations at G-Con LLC/Caliber Biotherapeutics in January 2009 to December 2011
Associate Consultant at Holtz Biopharma Consulting in January 2008 to March 2011
Program Manager at The Biodesign Institute at Arizona State University in August 2003 to September 2008
Academic Advisor & Adjunct Faculty – Biotechnology & Life Sciences at Maricopa Community Colleges in January 2002 to December 2003
Instructor, Intermediate Life Sciences at Gilbert Public School District in January 2002 to January 2003
Graduate Research Assistant and Grant Coordinator, Molecular Developmental Biology Laboratory at Arizona State University in January 1999 to January 2002
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Arizona State University, Master of Natural Science (terminal degree), September 2026
San Diego State University, Advanced Certificate, September 2026
State University of New York, Bachelor of Arts, September 1987
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Budgeting
Financial Oversight
HR & Benefits Strategy
Scientific & Financial Reporting
Compliance Infrastructure
Biotech Operations
Curriculum Development
Technical Education Strategy
Scientific Communication
Workforce Development
Learning Systems Architecture
Financial Infrastructure
Commercialization Strategy
Grant & Investor Alignment
Scientific Program Oversight
Cross-Sector Reporting
Life Science Commercialization
Financial Strategy Support
Go-to-market Planning
Public Company Readiness
Smart/Infinite Banking Strategies
Tax-Free Retirement Strategies
Indexed Life Insurance
Market Protection Planning
Social Security Optimization
Principal Protection Strategies
Financial Coaching & Education
No-Cost Retirement Reviews
Women’s Financial Empowerment
Family CFO Services
Small Business Retirement Planning
Grantsmanship
Grant Administration
Money Management
Retirement Income Strategies
Financial Wellness
Retirement Plan Consulting
Investment Management
Retirement Planning
Independent Financial Advice
Financial Advisory
Community Outreach
Financial Stability
Small Business Consulting
Financial Planning
Digital Marketing
Program Management
Project Management
Regulatory Affairs
Government Contracting Compliance
Quality Systems
Quality Assurance
Regulatory Compliance
Operations Management
Biotechnology
Business Process Design
Proposal Management
Technical Writing
Product Development
Translational Research
Intellectual Property
Pharmaceutical Development
Biotherapeutics
Specialized Curriculum Development
Grant Writing
Grant Management
Grants Administration
Grant Application
Grants
Technology Transfer
Life Sciences
Pharmaceuticals
Strategic Planning
Policy
Research
Proposal Writing
Documentation
Program Development
Management Consulting
Planning
Organizational Development
Cross-functional Team Leadership
Software Documentation
Lifesciences
Team Building
Training
Pharmaceutical Industry
GMP
Quality System
Science
Vaccines
Biochemistry
Microbiology
Infectious Diseases
Laboratory
Biopharmaceuticals
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What is Ji Khalsa email address?
Email Ji Khalsa at [email protected] and [email protected]. This email is the most updated Ji Khalsa's email found in 2026.
How to contact Ji Khalsa?
To contact Ji Khalsa send an email to [email protected] or [email protected]. (updated on May 30, 2025)
What company does Ji Khalsa work for?
Ji Khalsa works for Prosperity Bridges Financial
What is Ji Khalsa's role at Prosperity Bridges Financial?
Ji Khalsa is Independent Financial Strategist & Certified Financial Educator (CFEI®)
What is Ji Khalsa's Phone Number?
Ji Khalsa's phone (602) ***-*157
What industry does Ji Khalsa work in?
Ji Khalsa works in the Financial Services industry.
Ji Khalsa Email Addresses
Ji Khalsa Phone Numbers
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