I am a senior financial planner who is ready to work with you to support and plan for your family’s financial future. As a Financial Planner and Certified Holistic Financial Coach, I recognize and value that each financial situation is unique requiring a customized and personal approach. Whether your goals are preparing for retirement, education, wealth preservation or simply looking to ensure your family’s well-being, I look at the entire financial picture, holistically. I guide families through an ongoing, highly detailed, and strategic planning process that identifies their short- and long-term goals, then develop a customized road map on how to accomplish them. I take pride in helping you make well-informed decisions throughout the biggest financial changes in your life.I bring over eight years of experience in financial planning and wealth & investment management. In 2021, I earned my Holistic Financial Coaching certification from Columbia University. My professional experience draws from diverse industries in banking, information technology, manufacturing, recruiting, and healthcare. I have Computer Science equivalent courses from Northeastern University and Economics from Mumbai University, India. I hold FINRA 7, 63, 65 & 6 licenses & CA Insurance License #4294672.I live in Burlington, MA. I have an interest in supporting social and charitable groups surrounding education, hunger, and healthcare. In my free time, I enjoy reading, watching movies, and walking & hiking the great outdoors.