Rocky Budhram, Cfp®

Rocky Budhram, Cfp® Email and Phone Number

syosset, new york, united states
Rocky Budhram, Cfp®'s Location
New York City Metropolitan Area, United States
Rocky Budhram, Cfp®'s Contact Details

Rocky Budhram, Cfp® work email

Rocky Budhram, Cfp® personal email

n/a
About Rocky Budhram, Cfp®

Rakesh "Rocky" Budhram is the COO and Head of Financial Planning at Prolific, a financial advisory firm dedicated to helping specialists make expert financial decisions without the time investment. Under Rocky's leadership, the Prolific team provides comprehensive advice, from investment management to tax mitigation strategies and estate planning, all tailored to the time considerations of high-performing medical specialists.Rocky is passionate about delivering a planning experience built on transparency, trust, and genuine partnership. In an industry still marred by opacity and misaligned incentives, he has led Prolific to set a higher standard by always putting the client first, even if that means advising that their services aren't the right fit. This unwavering commitment to doing what's best for clients has been the foundation of Prolific's success.Since taking ownership of Prolific in 2022, Rocky has guided the firm to significant growth while staying true to its core values. He believes that empowering clients is central to Prolific's mission and has prioritized educational initiatives to help physicians become savvier financial consumers. Through his leadership, Prolific has become a trusted partner to the medical community, known for its integrity, expertise, and client-centric approach.

Rocky Budhram, Cfp®'s Current Company Details
Prolific Solutions for Physicians

Prolific Solutions For Physicians

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COO & President
syosset, new york, united states
Website:
prolificny.com
Employees:
2
Rocky Budhram, Cfp® Work Experience Details
  • Prolific Solutions For Physicians
    Coo & President
    Prolific Solutions For Physicians Jun 2016 - Present
    New York City Metropolitan Area
    I work with an experienced, cross-disciplinary team of professionals to craft comprehensive financial strategies customized to each of my medical specialist clients. We take into consideration where they are in their professional journey, their unique needs and their personal goals for the future. We then translate these factors into a comprehensive strategy that includes income protection, tax and wealth management, and retirement and estate planning. Our goal is to care for our clients as they care for their patients—and they can feel confident that they are making financially healthy decisions according to their families’ best interests.

Frequently Asked Questions about Rocky Budhram, Cfp®

What company does Rocky Budhram, Cfp® work for?

Rocky Budhram, Cfp® works for Prolific Solutions For Physicians

What is Rocky Budhram, Cfp®'s role at the current company?

Rocky Budhram, Cfp®'s current role is COO & President.

What is Rocky Budhram, Cfp®'s email address?

Rocky Budhram, Cfp®'s email address is rb****@****cny.com

Who are Rocky Budhram, Cfp®'s colleagues?

Rocky Budhram, Cfp®'s colleagues are Shaun Persaud.

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