From Houston, TX

“My husband and I are two busy physicians without much experience outside of the healthcare world. Learning how to navigate finances and investments after postgraduate training had been a challenge! But finding Ravi was such a blessing. It’s wonderful to have somebody that you trust, that is available when you have questions and most importantly just overall a good person. We have leaned on Ravi for advice from everything such as insurance and diversifying our portfolio to will and estate planning. He is an expert…But more so has made himself available to research questions that we have regarding other specific areas when needed. I really appreciated his time explaining things in detail to levels that I can understand and feel comfortable with. Now that we have welcomed our little one, insuring our financial future has never been more important. If you are looking for a trusted advisor, the same way you would trust family, I would recommend Ravi Chand!”

-Dr. Barkha Chhabra, MD

From Ocala, FL

"Ravi has delivered a retirement plan which covers the stages of my retirement; a layered set of timed investments with specific goals. He walked me through those needs and was a patient guide in helping me understand this vs a single mutual fund growth strategy.”

-Linda G

From Rehoboth Beach, DE

“My experience with Ravi Chand as my financial advisor and manager was excellent. He is very amicable and was extremely helpful working with me after the death of my husband. He gave sound advice that I needed at that difficult time, as well as overseeing the transfer and merger of my federal Thrift Savings account with my husband’s IRA account. Ravi made this transfer seem so seamlessly simple. I am very grateful for all of his guidance and would recommend him to others.”

-Eric Peterson

From Riverton, UT

"I have been working with Ravi on my financial future for the past few years. He is very professional, thorough in explaining different options and patient. I am very pleased with the results of his advice."

-Paula Henkel

From Los Angeles, CA

Working with Ravi and the team has been a pleasure. For nearly seven years now, I can count on Ravi to properly explain all insurance related details and take as much time as needed to ensure I have a proper understanding of what we will be expecting. His knowledge and guidance are valuable and I appreciate the amount of time and effort he spends to ensure we are getting the right insurance policy for our needs. I highly recommend working with Ravi as I will continue to do so for many years to come.

-Marvin B., CTO