With more than three decades of experience as a Financial Advisor, I am dedicated to helping my clients pursue their financial needs. As a CFP® certificant, I have further deepened my knowledge and analytical rigor that I bring to bear for my clients. Issued by the Certified Financial Board of Standards, Inc., the CFP® designation is one of the most recognized certifications in the financial services industry. I also hold the AIF®, Accredited Investment Fiduciary designation. This designation is focused in the fiduciary space of ERISA and Foundation relationships. Backed by the vast resources of LPL Financial, I am fully invested in my clients.
I graduated from Case Western Reserve University with degrees in Economics and Psychology. My work life prior to Tranquil Advisors involved Vice President roles at Wells Fargo Advisors, PNC Investments, Bank of America Investments and UBS Financial Services. I strive to help each one of my clients plan for a financial future in a way that best addresses his or her goals. Whether you are planning retirement, saving for your children’s or grandchildren’s education or looking to preserve your wealth, I can help. Away from the office, I am actively engaged in community outreach programs. My wife, Jaya and I live in Potomac with our two sons, Arjun and Ashwin