Team members
Let’s meet our experts
A licensed team that brings certified planning, investment strategy and estate expertise to every conversation.
Alok Navapura
Founder · Principal advisor
Archana Krishnan
Retirement strategy
Sandhya Patel
Estate planning
Harshal Patil
Life insurance solutions
Anupama
Client relations
Lochani
Planning analyst
Yamelsi
Financial consultant
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