Nearly 25 years ago, I arrived from Chennai, India, inspired by the belief that this is a land of opportunity where dedication and grit allow anyone to pursue their calling. My journey has shown me that while a supportive environment exists for those ready to build, navigating the complexities of a new financial system can be a significant undertaking. I believe that with the right guidance, this path becomes more navigable, allowing families to focus on their growth and long-term goals.
Before transitioning into financial planning, I spent 20 years within a global Fortune 500 company leading operations. This experience trained me to view complex systems holistically, identifying how individual pieces connect and where potential risks may reside. I bring this analytical perspective to Wealth By Intent Advisory LLC, where I specialize in coordinating cash flow, investments, tax strategy, and insurance into a singular, cohesive strategy.
My practice is specifically designed to support mid- to late-career professionals and globally mobile families. I focus on building retirement income strategies that account for the nuances of Social Security, Medicare, and the evolving tax landscape. As a fiduciary, my guidance is shaped by a commitment to your specific objectives and financial situation.
I hold an MBA from the Crummer Graduate School of Business at Rollins College, alongside dual master's degrees in Industrial Engineering and Management Information Systems from the University of Central Florida. I am a CFP® professional and an Accredited Investment Fiduciary® (AIF®). Additionally, I facilitate a Financial Planning Association knowledge circle, helping to foster growth and collaboration within the professional community.
At home, I am a husband to Pavi and a father to two boys. I stay active in my community by coaching a First Lego League robotics team and an under-11 soccer squad, and I serve on a committee for a local nonprofit dedicated to supporting students and educators. I believe in the importance of helping others find their footing and pursue their own version of the American dream.