Niv Persaud, CFP^®

Life is more than accumulating money – it’s about living the lifestyle you envision and can afford. I developed the 5 P’s of Life (Personal Relationships, Personal Finance, Profession, Peace of Mind, and Physical Health) to help clients define what they want from life. Once I understand their vision, I can help them meet their lifestyle goals. My approach capitalizes on techniques I learned throughout my career, including as a management consultant, executive recruiter, and financial advisor. Through my planning services and guidance plans, you take control of your money and life. Services include financial planning and retirement planning, as well as other services. I do not manage money and have no minimum requirements. I do not sell investment products and will not push you to buy them. I offer financial advice with fixed-rate plans or hourly charge on a retained-basis.

Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Annuities, Buying a Home, Career Change, Asset Allocation, Employee Benefits, Getting Divorced, Getting Married, Mutual Funds, Insurance, Life Planning, Retirement, Stocks & Bonds, Long-term Care, Starting a Family, Sudden Wealth, Men's Finances, Nontraditional Households, Women's Finances