If you are looking for an Independent Fiduciary Certified Financial Planner with clientele working for big and small tech companies in the United States, keep reading... As of 2022, I am amongst the total strength of 13,500 (RIA - registered investment advisors) in the whole country. These advisors are registered with the United States Securities and Exchange Commission (SEC) or a securities administrator of the state in which they practice. I am also one amongst the 88,000 Certified Financial Planners (CFP) in the US. I have been a CFP(R) since 2009. I don't work for any big bank, brokerage firm, or an insurance company but only for my valuable clients. The name of my company is NRI Weal