I am a Certified Financial Planner (CFP®) and a Certified Public Accountant (CPA), with a wide variety of experience in finance roles.
In 2017, I launched Holistic View Financial, a fee-only Registered Investment Advisory firm, providing individuals and families with Comprehensive Financial Planning services.
I believe that people benefit most by managing their finances holistically with a mix of investment management and comprehensive financial planning including income tax planning and optimization, retirement planning, estate planning, and insurance for risk mitigation. I guide clients through their financial options and provide clarity, without using technical jargon, to help make informed decisions and choices. This provides my clients with the assurance that a trusted and unbiased professional is proactively looking out for their financial wellbeing.
I moved to the U.S. from India in 1989, to go to graduate school with just enough funds for my first semester’s tuition. The key to my own financial success has been getting a good education and working hard, but as importantly learning from my own mistakes and realizing the value of financial planning.
In my professional career I worked in a range of accounting and finance roles of increasing responsibility, in a corporate environment. In 2017 I transitioned to becoming self-employed and started Holistic View Financial. As a financial planner, I find greater fulfillment in my work and the direct and positive impact I make in my clients’ lives.
I live in the Jamaica Plain neighborhood of Boston. I like to play tennis and pickleball, walk and bicycle around the city, read, enjoy diverse eateries, and travel to destinations near and afar.
