Avanti Shetye (CFA, CFP®, MBA, MS)
Avanti Shetye focuses in the
following client markets or areas of practice:
- College/Education Planning
- Entrepreneurs
- High Net Worth Client Needs
- Investment Advice without Ongoing Management
- Retirement Plan Investment Advice
- Retirement Planning & Distribution Rules
- College/Education Planning
- Entrepreneurs
- High Net Worth Client Needs
- Investment Advice without Ongoing Management
- Retirement Plan Investment Advice
- Retirement Planning & Distribution Rules
Planning Specialties
Investment Planning, Tax reduction strategies, Retirement Planning, Education Planning, Estate Planning, Insurance Review, Cash Flow ManagementAdditional Information
Avanti Shetye, MBA, CFA, CFP® at Wealthwyzr, LLC, provides comprehensive fee-only, advice only financial planning services to young families, retirees and pre-retirees in Maryland and across the United States helping them make informed financial decisions to achieve their life goals with confidence. As a trusted thinking partner, Avanti provides proactive guidance on cash flow management, tax reduction strategies, and prudent investing.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.