Aashwin Sachdev (CFP®, MS)
Aashwin Sachdev focuses in the
following client markets or areas of practice:
- Baby Boomers
- Charitable Giving
- Corporate Executives
- Entrepreneurs
- Fixed Fee (Subscription, Retainer, etc.)
- Millennials
- Baby Boomers
- Charitable Giving
- Corporate Executives
- Entrepreneurs
- Fixed Fee (Subscription, Retainer, etc.)
- Millennials
Planning Specialties
I take pride in meeting people where they are in their financial journey. At Luminous, we take a deep dive into all areas of your financial life in an organized and systematic manner, starting with what is most important to you. Through my career spanning over 13 years, I've worked with executives, pre-retirees and retirees, millennials, young professionals, entrepreneurs, farmers, ranchers, lawyers, doctors and many other folks from all walks of life. Despite the different labels that define people - the common thread connecting all my clients is that they want to make the right financial decisions for themselves, their loved ones, and their community. If it touches your financial life and well-being, I would be honored to have a conversation to see how we can work together.Additional Information
Hi, I'm Aashwin My interest in financial planning started as a teenager. When I couldn't find any advice that would help someone without assets to invest, I decided to teach myself everything there is to know about money. After spending over a decade in traditional wealth management firms, I created Luminous Money as an expression and reflection of the American Dream. If you're a dreamer, you're one of us. At Luminous, we don't care about not being invited to the table.....we're building our own damn table. I am so excited to meet you!NAPFA Start Date
May 06, 2026
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