Malay Vasavda (CFP®, MBA)

Malay Vasavda focuses in the
following client markets or areas of practice:

  • Business Owners
  • Investment Advice with Ongoing Management
  • Retirement Plan Investment Advice
  • Retirement Planning & Distribution Rules

Planning Specialties

We believe that people in all phases of their life need objective financial advice on a fee-only basis. Financial planning strategies should be designed for a client's life goals, not just financial goals. The services we offer include comprehensive financial goal plan design and ongoing investment management. We work with a wide variety of individual clients and small business owners to design and implement strategies for retirement, education, insurance, estate planning and tax planning.

Additional Information

After 7 years of post-MBA experience in management consulting, I/T and operations management, I decided to pursue a career in fee-only financial planning. I worked for an established fee-only planner as a planning associate for over two years before starting my own fee-only financial planning firm. I am a CFP and I am a strong believer in the value of fee-only financial planning process.

NAPFA Start Date

April 26, 2005

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This Office

500 Lake Cook Rd Ste 350 Deerfield, IL 60015-5268 Phone: (847) 834-9582 Fax: (866) 704-3873