About Us

Pawan is a seasoned financial professional with 25 years of experience working in asset management and investment banking.  

Beyond his practical experience, Pawan holds a Master's degree and a Bachelor's degree, demonstrating his commitment to continuous learning and professional development. He is also a CFA charter holder and has passed the CPA exams.

Pawan is passionate about delivering tailored financial solutions that meet the unique needs of each client.  He understands that financial goals are personal and requires a customized approach.  His dedication to providing exceptional service and his commitment to achieving client success are what truly set him apart.

Pawan is registered with the Internal Revenue Service.