Avanti Shetye
About Me
I provide proactive guidance on cash flow management, tax saving strategies and long-term investing to help you build wealth efficiently.
I serve high net-worth families, retirees and pre-retirees across the United States. I would love to help you with your financial planning needs.
Before launching Wealthwyzr, I spent ten years in the financial industry where I conducted financial and economic research across both US and international markets and managed institutional portfolios valued at over $800 million.
I have an MBA in finance from Boston University, and a master’s degree in Electrical Engineering from the University of Maryland. I also have a CFA (Chartered Financial Analyst) charter, and the CFP® certification, and completed the advanced valuation executive certificate program at NYU Stern School of Business. I live in Maryland with my multi-generational family.
Copy this link to a browser to book time on my calendar - https://wealthwyzr.com/calendar/.