Sunil Harpalani (CFP®, CPA)

Sunil Harpalani focuses in the
following client markets or areas of practice:

  • Fixed Fee (Subscription, Retainer, etc.)
  • Generation X
  • Investment Advice with Ongoing Management
  • LGBT Couples and Families
  • Medical Professionals
  • Middle Income Client Needs

NAPFA Start Date

May 15, 2018


This Office

28 Goldsmith Street Boston, MA 02130-3129 Phone: (617) 971-8395