I am passionate about using my 20+ year experience in investment management and financial planning to help my clients navigate through life’s transitions. I have the deep desire to make a difference in my client's lives and I am available at every point to help them make optimal decisions. Having grown up and lived in several countries in the East and the West, I bring the best of both worlds in my relationships with my clients. Our clients are busy professionals, business owners, divorcees, widow(er)s, retirees and pre-retirees, who look to us to simplify their complex situation. We unravel the complexity and build a financial plan in a reliable manner that allows our clients to focus on the things that are important to them. We put in the effort to educate our clients because we want them to understand what we are doing for them and work with them in a collaborative manner. As a fee-only advisor our interests are aligned with those of our clients and we are a fiduciary to them. We do not sell products, we solve problems.All through my professional life I have enjoyed teaching (Colleagues and others) and I am excited by every opportunity I get to share my knowledge with clients (Of my advisory business) and students (I teach courses in personal finance and financial planning)I keep fit by running and practicing Iyengar yoga. I enjoy playing golf, traveling to places of historical importance, reading biographies and good food.Reach out to me if I or my firm can be of help to you or your organization, if you want to discuss topics of mutual interest or want to explore ways we can grow together.