Simplified Financial Advice.

Meet Manav


Manav has a talent for understanding each client’s unique needs and using that information to tailor financial plans based on their goals, making him an asset to our team as our Financial Planning Administrator.

A graduate of the Questrom School of Business at Boston University with a degree in Finance and Information Systems, Manav brings intellect and analysis to his role – as well as an ability to really listen to clients.

Outside of work, Manav enjoys football (soccer), art and music. An avid reader, he routinely reads through an entire book in one day.


Favorite food:


Best piece of financial advice received:

Don’t chase trends, create one or be well positioned for the next.

Favorite quote:

Talent without working hard is nothing – Cristiano Ronaldo

If you could meet anyone, past or present, it would be:

Kenneth C Griffin

Hidden talent:

Can read a book in a day if I really wanted to

Favorite book:

Security Analysis – Benjamin Graham

Favorite movie:

A Man Named Otto

Favorite TV show:


What motivates you:


Favorite holiday:


Place you’d most like to visit:

Nice, France

Request an Appointment

In 15 minutes we can get to know you – your situation, goals and needs – then connect you with an advisor committed to helping you pursue true wealth.