Advisor profile


Personalized advice to help you achieve your goals

 I deliver personalized financial advice to help you achieve your goals, today and tomorrow, through our Confident Retirement® approach.

I take the time to understand what’s truly important to you. Together, we document your goals, track your progress and make ongoing recommendations to help you diversify your portfolio, and adjust to whatever life brings — both the expected and the unexpected.

With regular reviews of your goals, anytime access to your investments, and digital tools to help you stay on track, I can help you feel confident, connected and always in control of your financial life.

Areas of focus

  • Retirement Planning Strategies
  • Investments
  • Tax Planning Strategies
  • Retirement Income Strategies
  • Saving for Education
18
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
  • ChFC® Chartered Financial Consultant®

Education

  • Master of Science, St. Stephens College, Delhi, India
  • Master of Management Studies, Jamnalal Bajaj Institute of Management, Bombay, India

Interests

I believe that true success comes from living your life according to your core values. My core values are Gratitude, Family, Positive Attitude and Persistence.

I am grateful to have immigrated to the US and be able live the 'American Dream' in California. Spending time with my wife Rebecca and my daughters Rachel, Sara and Leah is important to me. I love biking and hiking: Rebecca and I have a goal to hike at all the 63 US National Parks.

I enjoy watching soccer and cricket and volunteer as an AYSO referee. I love listening to classic rock and jazz music and consider myself a die-hard Bob Dylan fan. My motto: "The best is yet to come"

Community participation

I am a proud member of the Rotary Club of Woodland where we work on a lot of projects to help our local community and other parts of the world.

I volunteer regularly with the Yolo County Food Bank with food delivery to help families in our community. I became involved with the organization because I want to help those in need with food security.