I am passionate about using my 20+ year experience in investment management and financial planning to help my clients navigate through life’s transitions. I have the deep desire to make a difference in my client’s lives and I am available at every point to help them make optimal decisions. I put in the effort to educate our clients because I want them to understand what we are doing for them and work with them in a collaborative manner. Having grown up and lived in several countries in the East and the West, I bring the best of both worlds in my relationships with my clients.Prior to founding Sarsi, LLC in 2010, I helped families preserve, protect, and grow their wealth and well-being at Executive Monetary Management, a multi-family office at Neuberger Berman. Previously, I worked for several years in investments and risk management at Merrill Lynch Investment Managers, Chesapeake Capital Corporation and Deutsche Bank Asset Management. Earlier in my career I worked in international project finance for a shipping company in various countries and at a Steel Plant in operations.I have a Bachelor of Technology from the Indian Institute of Technology, India, a Master in International Management from the Indian Institute of Foreign Trade, India, and an MBA from Thunderbird School of Global Management, Glendale, AZ. I have been awarded the Chartered Financial Analyst ® and the Certified Financial Planner ™ designations.I am an Adjunct Professor at Montclair State University where I teach a course that builds a sound foundation in personal finance to help students succeed and lead a rich life while at school and beyond and another course that trains future financial planners. I have volunteered as a certification exam item writer for the CFP® Board. I am a member of the board of directors of the North East and Mid-Atlantic region of NAPFA, the National Association of Personal Financial Advisors.I keep fit by running and practicing Iyengar yoga. I enjoy playing golf, traveling to places of historical importance, reading biographies and good food.
We are a Fee-Only Investment Advisor Based In West New York, NJ And New York City With Clients Everywhere.Our clients are busy professionals, business owners, divorcees, widows and retirees/pre-retirees. They hire us to simplify their complex situation. We unravel the complexity and build a financial plan in a reliable manner. This allows our clients to focus on things that are important to them. As a fee-only advisor our interests are aligned with those of our clients and we are a fiduciary to them. We do not sell products we, solve problems.We listen patiently to understand your current situation, concerns, goals and objectives and create a comprehensive plan. Investment management is a cornerstone of any plan, but we know that your financial needs go beyond investments and we are available to add additional value through financial planning.
Sarsi, LLC (“Sarsi” or “the firm”) is a registered investment adviser located in New JerseyDetailed information pertaining to Sarsi’s qualifications, business operations, fee schedule service offerings can be found in the Firm’s Disclosure Brochure which appears as Part 2A of Sarsi’s Form ADV. Additional information about Sarsi, as well as a current version of the Firm’s Disclosure Brochure, is available on the Investment Advisor Public Disclosure website which is operated by the U.S. Securities and Exchange Commission, at www.adviserinfo.sec.gov