Contact detailsPhone: 609-480-0500
Branch Office: Englewood, CO
I have dual master degrees of M.B.A (Major Finance) and Master of Accounting from Tulane University. I am also CFA charterholder. I have been doing the Financial Planning & Analysis for the corporate companies for more than 15 years and have extensive experience in mergers & acquisitions, divestitures and strategic planning. I have been working as a pro-bono financial advisor helping friends and family for past decade. I have extensive experience of investing in stocks and real estate and I strongly believe that my clients can benefit immensely from my personal experiences. I am passionate about helping people prepare for their retirement.