Avanti Shetye (CFA, CFP®, MBA, MS)
Avanti Shetye focuses in the
following client markets or areas of practice:
- Baby Boomers
- Entrepreneurs
- Generation X
- High Net Worth Client Needs
- Investment Advice without Ongoing Management
- Retirement Plan Investment Advice
- Baby Boomers
- Entrepreneurs
- Generation X
- High Net Worth Client Needs
- Investment Advice without Ongoing Management
- Retirement Plan Investment Advice
Planning Specialties
Retirement Planning
Tax reduction strategies
Investment Planning
Cash Flow Management
Estate Planning
Insurance Review
Additional Information
Avanti Shetye, CFA, CFP® is a fee-only fiduciary financial planner and founder of Wealthwyzr LLC, based in Ellicott City, Maryland, serving clients nationwide. Featured in Business Insider, Forbes, Fortune, Investopedia, and U.S. News & World Report, Avanti brings institutional-grade expertise to individual financial planning — including 10+ years managing $800M+ in institutional portfolios before founding Wealthwyzr. She works with high-net-worth retirees, pre-retirees, and high-earning professionals navigating retirement income design, Roth conversion strategy, equity compensation planning, and complex tax situations. As an advice-only planner, Avanti provides comprehensive financial planning without selling products or earning commissions. Her only incentive is advice that is genuinely in your best interest.NAPFA Start Date
March 04, 2024
Visit Website
Download vCard
Disclaimer: Limitations. This list only serves as a resource to assist an individual in
identifying a potential advisor for their review and consideration. The appearance of an
adviser on the list is not endorsement by NAPFA of that advisor's services. There can be
no assurance that you will experience a certain level of results or satisfaction if you
engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not
pay NAPFA a separate fee to appear on the list.