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Shoba Sriaiyer Financial Advisor,

925 4th Avenue, Seattle, WA 98104View on Map

Description

Our relationship forms the basis of all of our work together. I don't make decisions for you–I make them with you. I listen closely when you share your priorities and concerns. Our discussions help me provide guidance so that you can gain control, weigh your next steps and create the right course of action. Consultative client experience gives me a valued edge in helping create and implement sophisticated Financial Planning and Wealth Management solutions and strategies, with a focus on fee-based, non-proprietary solutions as appropriate. I have managed complex financial issues of families and corporations including tax-effective, intergenerational Wealth Transfers and Business Succession planning. I have evaluated Money Managers, Hedge Fund Managers and Private Equity Managers to ensure best practices and review for Retirement Plans of several small and mid-size companies. I am fluent in English, Japanese, Hindi, Tamil, and Malayalam and rudimentary Telugu helps me relate and listen better to my clients' needs.

Basic Details

  • Financial Planning
  • Retirement Planning, Financial Planning
  • 0 - 5 Years
  • 925 4th Avenue
  • N/A

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