I am a Certified Financial Planner (CFP®) and a Certified Public Accountant (CPA), with a wide variety of experience in finance roles.
In 2017, I launched Holistic View Financial, a fee-only Registered Investment Advisory firm, providing individuals and families with Comprehensive Financial Planning services.
The primary reasons to hire a professional financial planner are:
A technical expert with real world experience to help make informed decisions and choices that impact your financial plan.
Provide structure, organization and accountability for your finances.
Live your life with the peace of mind that a knowledgeable professional is proactively planning to ensure you stay on track to attain life goals
I firmly believe that people have the most to gain by managing their financial lives holistically – a combination of investment advice and comprehensive financial planning (including retirement, income tax, insurance, education and estate planning), integrated with life goals. I named my firm “Holistic View Financial” to personify my comprehensive approach to financial and life planning.
Primarily households with investable assets >$1M, professionals in biotechnology and tech receiving equity comp, start-up owners, US immigrants, Americans living abroad, the LGBT and friends community.
I am a fee-only practice and receive compensation directly and only from my clients. I do not sell any financial products, nor do I receive commissions for recommending any financial services or products to my clients.
The initial meeting is complimentary and serves as an informational meeting for us to get to know each other. It helps me understand your finances and life goals and assess your financial planning needs. I go over financial planning services I can provide specific to your situation. We then decide if a professional relationship would be a good mutual fit.
Yes, I seamlessly work with clients in any U.S./global location, via video calls and electronic exchange of information.
Planning meetings are mostly online. I like to catch up in person periodically over lunch or coffee.
The Certified Financial Planner (CFP)® designation is a professional
certification mark for financial planners conferred by the Certified Financial Planner Board of Standards (CFP Board) in the United States.
The CFP® designation is recognized for its
(1) high standard of professional education.
(2) stringent code of conduct and standards of practice; and
(3) ethical requirements that govern professional engagements with
clients
As a CPA, I have a broad knowledge of the income tax code and how it applies to individual situations. This expertise is instrumental in financial planning as income tax is a common thread and directly impacts other aspects of personal finance including planning for investments, education, retirement and estate. I also provide tax preparation services for my financial planning clients (if needed). This provides a one stop solution for your financial planning, investment advisory and income tax compliance needs.
Please send an email at Sunil@holisticviewfinancial.com or call me at +1 (617) 971-8395 to set up an initial consultation.
