Sahil Vakil (BS, BSEE, CFA, CFP®, MBA, MS)

Sahil Vakil focuses in the
following client markets or areas of practice:

Business Owners

Estate & Generational Planning Issues

ExPat and Cross Border Issues

High Net Worth Client Needs

Middle Income Client Needs

Tax Planning

Planning Specialties

CONSULT: Schedule a one-time (or ongoing) consultation(s) with a Certified Financial Planner™ (CFP®). Our advisors have your best interests at heart and are here to help you make informed decisions about your financial future. Work with them to plan your retirement, save on taxes, save for your child's education, protect your loved ones with insurance, secure your legacy, and much more... INVEST: to save for your financial goals, retirement, education, and much more... We will build and manage a portfolio for you that maximizes return while reducing risk, and lowering your taxes and fees. We offer Individual / Joint Brokerage, Trust Brokerage, Traditional / Roth / SEP IRAs, 529 Plans, HSA Plans, and much more... TAX: File your personal tax return (or amend a prior tax return). We’re here to make life simple and stress-free. Need help with an IRS Audit, we can help too!

Additional Information

MYRA (MyraWealth.com) -- Your Personal CFO -- We make your money work hard for you! Powered by tech, driven by social good -- democratizing personal finances for everyone! Our Website: MyraWealth.com Our Founder: https://www.linkedin.com/in/sahilvakil/ Schedule a Call: https://calendly.com/myrawealth/sales