Our advisors

Clarissa Ramos

CRPC, APMA

Associate Advisor

Chartered Retirement Planning Counselor™
Learn more about Clarissa Ramos Visit Clarissa Ramos's website

Robert Adams

CFP®, CRPC, CFS®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Robert Adams Visit Robert Adams's website


Our team

Ritu Khanna

Ritu Khanna

Client Service Associate,

Practice Manager
Shiva Fakurnejad

Shiva Fakurnejad

Client Service Associate

Personal Intro

Roles & Responsibilities

  • Initiate and process money movement requests
  • Meeting reminders and scheduling
  • Management of overdue payments for insurance policies
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Heather Wood

Heather Wood

Registered Client Service Associate

Personal Intro

· 401(k) accounts

· 529 accounts

· Charitable Gifting

· Donor Advised Funds

· Follow Ups

· Insurance Service

· Investment Question & Research

· Rollovers

· Trades & Rebalance

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Ural Shamsuddin

Ural Shamsuddin

Client Service Associate

Aarti Chawla

Aarti Chawla

Client Service Associate