Empowering people to achieve financial goals. Creating opportunities for faster financial independence.
A seasoned financial professional with 30+ years of experience, guided by one mission — No Family Left Behind — and dedicated to helping families and aspiring entrepreneurs achieve lasting financial freedom.
From a technical background to empowering families across America!
I was born in Andhra Pradesh, India but grew up in New Delhi and Bengaluru. After obtaining my Bachelor's degree in Electronics, I moved to the US to pursue a degree in Computer Engineering. Upon graduation I moved to Silicon Valley where I started my career in Software development, and transitioned to technical marketing management. Along the way I got a Master's degree in Business Administration. I co-founded and managed a technical consulting firm geared to the leading semicondutor firms in the Bay Area.
I joined Financial Services in 2025 and I have been applying my business expertise and education to develop financial solutions that empower families toward independence and security, as well as, helping individuals pursue their own dream to become financial entrepreneurs.
My wife and I live in the East Bay and are the proud parents of three grown-up children. We love traveling, exploring cuisines, enjoying nature and giving back to the community both financially and through our knowledge.
Connect with MeA career spanning software development, technical marketing and management.
Seeking individuals passionate about financial services to mentor and guide as business partners in this transformative journey.
With offices in Pleasanton and San Jose — serving families nationwide.
Comprehensive, tailored strategies to protect, grow, and secure your family's financial future.
A comprehensive investment plan tailored to your financial needs and risk tolerance.
Smart, legal tax reduction strategies to help individuals, families, and business owners keep more of what they earn — now and in retirement.
Consolidate old 401Ks, optimize tax positioning, and build a roadmap toward a secure, comfortable retirement.
Tailored financial frameworks for entrepreneurs and business owners — from launch through expansion and succession.
Smart funding solutions to plan ahead for your children's education without compromising retirement goals.
Proactive protection strategies so your family is never left in a difficult position when care becomes necessary.
From term to permanent solutions — the right life insurance coverage tailored to your stage of life and goals.
Preserve and transfer wealth across generations with intentional, tax-efficient estate and legacy planning.
Protect your most valuable asset — your income — with coverage that keeps your family's lifestyle intact.
I recruit, mentor, and develop driven individuals to build their own practice in financial services.
Many 1st generation immigrants and NRIs arrive in the US highly educated and capable — yet unaware of the nuances of the American financial system
There is a critical need for financial education and for trusted professionals who understand both cultures and can bridge that gap
To reach 1 million families, I need capable, motivated people to join this mission — the opportunity is too large for one person
Valid work authorization required — EAD, Green Card, or US Citizenship. Open-minded, focused individuals can start part-time or full-time
8,000+ families already impacted through financial literacy campaigns — together we can scale this to a movement
The US financial industry is full of opportunity — but for many immigrants and NRIs, it remains a black box. Tax laws, retirement accounts, insurance structures, and wealth-building tools work very differently here than in other countries. Most families don't know what they don't know.
That's where you come in. Whether you came from India, another country, or grew up here, if you're passionate about helping people and want to build something meaningful — this is your path. I will personally mentor and develop you to succeed in financial services.
My book, Financial Roadmap for NRIs in America, is already helping bridge this knowledge gap. By joining my team, you become part of the larger mission to reach 1 million families who deserve better financial futures.
Explore the OpportunityWhether you're a family seeking guidance or a professional exploring a new path — I'd love to connect.
Whether you're a family looking for financial guidance, an NRI navigating US financial systems, or a driven professional ready to build your own practice — I'm here to help. Book a free 30-minute consultation and let's talk.
Book a Free 30-Min CallNo commitment. No sales pressure. Just a real conversation.