Contact Information
Ellicott City, MD
Meets Virtually:
Meets In-Person:
Accepting New Clients:
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/.
Quarterly:
$1,200+
One Time Fee:
$7,500+
Hourly:
$500/hr
*Fees are subject to change. Contact this advisor for their most up to date fees.
DIY Investors
High Net Worth
Retirees
Pre-Retirees
Families with Children
Investments
Retirement
Tax Strategies
Employee Benefits
College Savings
* Disclaimer: The "Typical Fee" displayed is the typical fee provided by the advisor computed monthly to facilitate clearer price comparisons. It does not represent actual pricing or a guaranteed quote. Please consult individual advisors for specific fee structures and personalized quotes. We encourage users to carefully review and evaluate their options before making any decisions.