Anjali Jariwala (CFP®, CPA®)

Anjali Jariwala focuses in the
following client markets or areas of practice:

  • Business Owners
  • Entrepreneurs
  • Medical Professionals
  • Tax Planning
  • Women's Financial Planning Issues

Planning Specialties

At FIT Advisors we begin with a conversation to understand what your goals truly are. It is easy to get caught up in what you think your goals should be or what others pressure you to believe. But there is no one size fits all solution. Understanding your goals and priorities is just the beginning. We are not here to hand you a complicated report. Instead, our approach is ongoing and your financial plan with FIT Advisors is a living document. Since your life is constantly changing your financial plan should evolve as well. As your financial life planner, we work with you to manage the financial implications of career changes, family growth and new goals.

To help the next generation accumulate wealth, we use cutting edge technology to make the financial planning process painless. The FIT Advisors platform makes it easy to view your accounts and your progress anytime with a handy mobile app. You can also store all of your important financial documents as well as personal photos on our secure vault and run dynamic financial models from wherever is convenient. We provide both in person and virtual meetings for the busy professional.

Additional Information

You have invested years of hard work to get where you are today, and deserve to have your earnings work for you. You appreciate technology and expect your financial advisor to put it to good use. You understand that the right financial advisor for you might be around the corner or across the country and you do not let geography limit your choices in today’s connected world. It is time for you to get the type of financial advice that you both need and deserve. Young professionals who are ready to build wealth are often met with obstacles from the very industry that should be helping them. FIT Advisors is a trustworthy alternative to the status quo. We serve Gen X professionals in the wealth accumulation stage as your financial life coach!

I am Anjali Jariwala, CPA, CFP®. While working at a prestigious financial planning firm serving high net worth clients, I realized that the advice I was giving to my friends and family was not readily available to most young professionals. I decided I could make a more meaningful impact by starting my own firm. I founded FIT Advisors to empower Gen X professionals to discover and reach their life goals while building a stable financial future.

I understand the intricacies of physicians (like my husband) and other young professionals as we are also in the wealth accumulation stage of our lives. There is immense value in having a financial advisor early in your career to maximize your future success. I am highly trained in investment management as well as financial and tax planning. I have Certified Public Accountant (CPA) and CERTIFIED FINANCIAL PLANNING™ (CFP®) designations in addition to 7 years of experience at PricewaterhouseCoopers and 2 years at a prestigious financial planning firm. By utilizing my vast experience serving high net worth individuals and Fortune 500 companies, I can help you navigate the complexities of your financial life to help you get FIT financially!

NAPFA Start Date

July 08, 2015

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This Office

127 Via Anita Redondo Beach, CA 90277-6617 Phone: (847) 773-5445