AKrish Financial Advisory

AKrish Financial Advisory does comprehensive financial planning as well as topic specific projects. For comprehensive financial planning clients, in addition to advising on investments, we look at all aspects of their financial lives to maximize what they get to keep. While the particulars are different for different clients, tax planning is almost always a major component. As for investments, we design portfolios based on where a client is in their life journey and how much of a market decline they are able to tolerate, while taking advantage of the tax profiles of different asset classes as well as the tax impact of existing investments in a very deliberate process.

We specialize in:
1. Young professional individuals/couples a few years into their working lives, whose finances are gradually getting more complex: now is the time for them to get educated on best-practices and start and stay on the right track.
2. Those contemplating retirement in the near or intermediate future, who are facing a myriad of decisions about retirement readiness, income replacement, social security, ROTH conversions and such: again, now is the time to harness all resources and develop a plan for the best possible retirement.

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Advisors at this Office

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This Office

19925 Stevens Creek Blvd Ste 100 Cupertino, CA 95014-2384 Phone: (408) 785-7875

Primary Office

19925 Stevens Creek Blvd Ste 100 Cupertino, CA 95014-2384 Phone: (408) 785-7875