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Don't let the nerd glasses fool you: I didn’t come to financial planning the way most do. In 2008, my parents lost most of their retirement savings by trusting the wrong financial advisor. Watching them start over made me realize how important it is to work with people of integrity. In 2012, my younger sister got diagnosed with a rare medical condition, forcing her to shut down a business that was just starting to take off. In 2019, my sister nearly died for the 2nd time and my parents poured their last dollars into experimental treatments. The financial strain led to their divorce. Thankfully, my sister survived. ↓ In 2020, at the height of COVID, I took a leap and switched my career from engineering to financial planning. I had to get off the sidelines and start helping the people I cared about. I’d been through too much to not be changed. Had experienced how finances touch the deepest parts of our lives. ↓ Life is full of challenges, friends. And triumphs. You don’t have to walk through it alone. I’ve dedicated my life to empower others to have financial flexibility— so they can live more and worry less. How My Team & I Can Help You: Today, as a Certified Financial Planner™, I run a virtual national practice serving tech professionals, particularly career changers and those from diverse backgrounds. 🛠 Blending a deep understanding of the tech world and financial psychology, our team can help build a comprehensive financial plan that ↓ 1. Honors your vision, values, and culture. 2. Creates a lasting impact on your wealth potential. 3. Simplifies & solves complex financial problems unique to the tech space. 4. Offers ongoing support through important life events. 5. Empowers you to navigate the ever-evolving tech landscape with confidence. ✅ Services we offer: Fee-based Financial Planning including: • Investment Planning • Insurance Planning • Tax Planning Strategies • Equity Compensation Strategies • Early Retirement Planning • 529/Education Planning • Estate + Succession Planning 🌏 I was born and raised in India surrounded by many peoples and cultures. Diversity and cross-cultural competency is a huge part of who I am and a core value of our practice, along with empowering first and second-gen Americans to build generational wealth. 🤝 I value building authentic relationships on this platform. Want to chat? Shoot me a DM.
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