Founder

Ravi has worked in financial services for over 17 years. He specializes in insurance, estate & tax, and business planning. Ravi attributes his success to being a lifelong learner of his field and being able to empathetically & honestly communicate with his clients.

Designations

Ravi holds the Chartered Life Underwriter, Charter Financial Consultant and Retirement Income Certified Professional designations, all awarded to him by The American College. He has a Masters in Business Administration from Pepperdine University. For more information on these designations, click here.