AeroLeads people directory · profile
Raman Singh, Cfp® Email & Phone Number
Small Business Consultant
at
Uprise - Embedded Financial Advisory
1 work email found
@uprise.us
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 100%
Current company
Role
Small Business Consultant
Location
Phoenix, Arizona, United States
Company size
Who is Raman Singh, Cfp®? Overview
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Quick answer
Raman Singh, Cfp® is listed as Small Business Consultant at Uprise - Embedded Financial Advisory, a company with 15 employees, based in Phoenix, Arizona, United States. AeroLeads shows a work email signal at uprise.us and a matched LinkedIn profile for Raman Singh, Cfp®.
Raman Singh, Cfp® previously worked as Your Personalized CFO at Singh Pwm and CFP Tutor at Tutor. Raman Singh, Cfp® holds Cfp® Graduate Certificate Program from Rice University.
Company email context
Email format at Uprise - Embedded Financial Advisory
This section adds company-level context without repeating Raman Singh, Cfp®'s masked contact details.
{first}@uprise.us
89% confidence
AeroLeads found 1 current-domain work email signal for Raman Singh, Cfp®. Compare company email patterns before reaching out.
Profile bio
About Raman Singh, Cfp®
I work with busy successful individuals and families who are looking to take control of their financial future without getting bogged down in confusing details. With over 13 years of experience, I help high earners and those approaching retirement make smart, impactful decisions confidently. As a flat-fee fiduciary, my mission is clear: to provide you with honest, personalized guidance that brings peace of mind. If you're unsure about hiring a financial advisor, let’s hop on a call. I’ll guide you on the right questions to ask, so you can confidently find the perfect advisor for your needs, no strings attached.
Listed skills include Asset Allocation, Portfolio Management, Series 7, Investments, and 47 others.
Current workplace
Raman Singh, Cfp®'s current company
Company context helps verify the profile and gives searchers a useful next step.
Uprise - Embedded Financial Advisory
10 roles · 15 years
Raman Singh, Cfp® work experience
A career timeline built from the work history available for this profile.
Your Personalized Cfo
Current
Jul 2023 - Present
Small Business Consultant
Current
Sep 2024 - Present
Cfp Tutor
Current
Tutor
Oct 2022 - Present
Lead Planner
Mar 2022 - Sep 2022
Sr. Financial Planner
Apr 2021 - Mar 2022
Certified Financial Planner™
2018 - 2021
~3 yrs
Associate Wealth Management Advisor
2017 - 2018
~1 yr
Investment Consultant
2015 - 2017
~2 yrs
Wealth Management Analyst
2011 - 2014
~3 yrs
2 education records
Raman Singh, Cfp® education
Cfp® Graduate Certificate Program
Bachelor Of Business Administration (Bba)
FAQ
Frequently asked questions about Raman Singh, Cfp®
Quick answers generated from the profile data available on this page.
What company does Raman Singh, Cfp® work for?
Raman Singh, Cfp® works for Uprise - Embedded Financial Advisory.
What is Raman Singh, Cfp®'s role at Uprise - Embedded Financial Advisory?
Raman Singh, Cfp® is listed as Small Business Consultant at Uprise - Embedded Financial Advisory.
What is Raman Singh, Cfp®'s email address?
AeroLeads has found 1 work email signal at @uprise.us for Raman Singh, Cfp® at Uprise - Embedded Financial Advisory.
Where is Raman Singh, Cfp® based?
Raman Singh, Cfp® is based in Phoenix, Arizona, United States while working with Uprise - Embedded Financial Advisory.
What companies has Raman Singh, Cfp® worked for?
Raman Singh, Cfp® has worked for Uprise - Embedded Financial Advisory, Singh Pwm, Tutor, Facet Wealth, and The Holland Group, Retirement Wealth Advisors.
How can I contact Raman Singh, Cfp®?
You can use AeroLeads to view verified contact signals for Raman Singh, Cfp® at Uprise - Embedded Financial Advisory, including work email, phone, and LinkedIn data when available.
What schools did Raman Singh, Cfp® attend?
Raman Singh, Cfp® holds Cfp® Graduate Certificate Program from Rice University.
What skills is Raman Singh, Cfp® known for?
Raman Singh, Cfp® is listed with skills including Asset Allocation, Portfolio Management, Series 7, Investments, Banking, Wealth Management, Alternative Investments, and Finance.
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