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We are a collective of FSRA® advisors, investment strategists, and financial planners united by a single mission: your financial freedom.

Senior Advisor & Founding Partner
"Success isn't just about numbers—it's about transforming lives and empowering families to achieve their dreams with confidence."

Senior Advisor & Founding Partner
"Success isn't just about numbers—it's about transforming lives and empowering families to achieve their dreams with confidence."
With over 5 years in financial services, Prashant has helped hundreds of families navigate complex financial decisions with confidence. His transparent, education-first approach has earned his a reputation as one of the most trusted advisors in the industry.
Achieved 98% client satisfaction rating this month.
Consistent portfolio growth for 50+ families.
A diverse team of certified professionals united by a shared commitment to your financial success.

FSRA®
Senior Advisor & Founding Partner

FSRA®
Associate & Co-Founding Partner

FSRA®
Leadership advisor

FSRA®
Associate

FSRA®
Associate

Associate

Associate

Associate

Associate

Associate

Associate
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