Lalit Jallan WEB

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Lalit Jallan, LUTCF, CLTC

Office Location

3 Greenway Plaza
Suite 1500
Houston, Texas 77046

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Why The College Funding Coach?

It is extremely rewarding to educate others and help them take control of their financial future.

At a young age, my parents instilled the importance of helping others. They always opened arms to those in need and encouraged me to do the same. Working in financial services since 1997 and now educating families about the Little-Known Secrets of Paying for College has given me the opportunity to put my parents’ teaching into practice.

Area of Focus for LKS Webinars: Public & Private Schools in Greater Houston Area

A Little More About Lalit (LJ)

Background: LJ joined the financial services business in 1997 at New York Life and then joined MassMutual in 2011. He currently manages a team of 16 financial advisors that focus on working with business owners in medical practices and the hospitality industry.

As a member of The College Funding Coach® team, he helps families focus on ways to create liquidity or qualify for more financial aid by leveraging assets to make their money work in a more efficient and effective manner.

Personal Life & Community Involvement: LJ was born in India and has been a proud Houstonian since 1980. He resides there with his wife, Jai, and son, Amitoz (a student at Trinity University).

LJ volunteers with Daya, Pratham USA, and the Seva Group, Sikhs of Houston. He won the MassMutual 2020 Community Service Silver Award.

In his spare time, he enjoys walking and hiking. He is also an avid sports fan, whether it be football, basketball, or baseball.

Professional Accomplishments: 

Member of Million Dollar Round Table
Leaders Conference Qualifier with MassMutual

Education: Studied Marketing and Accounting at The University of Houston-Downtown

Disclosure: Lalit Jallan (LJ) is a registered representative of and offers securities through MML Investors Services, LLC, Member SIPC, 3 Greenway Plaza, Suite 1500, Houston, TX 77046, Tel: (713) 402-3800 MassMutual Financial Group is a marketing name for Massachusetts Mutual Life Insurance Company (MassMutual) and its affiliated companies and sales representatives. Local sales agencies are not subsidiaries of MassMutual or its affiliated companies. Agency officers are not officers of MassMutual.

Licensing and Other Info:  LJ speaks Hindi, Punjabi, and Urdu
He has his Series 6, 63 and & 7
Licensed to sell insurance products in the following jurisdictions:
AL, CA, TN, MD, TX, MA, OR
Licensed to sell securities products in the following jurisdictions: TX, CA, FL, NY, VI