Investment Advisory practitioner | Portfolio Management
Investment Advisory · Portfolio Management · Financial Planning · Retirement Strategies
Specialties
Investment AdvisoryPortfolio ManagementFinancial PlanningRetirement StrategiesTax Optimization
Professional Services
Comprehensive Wealth Management
Professional Timeline
Top Wealth Manager Award
Recognized for exceptional client satisfaction and portfolio growth.
Kedia Capital Services
Certified Financial Planner
Achieved CFP certification to enhance client service offerings.
Financial Planning Standards Board
Client Retention Excellence
Maintained a 95% client retention rate over two years.
Kedia Capital Services
Client Reviews
No reviews yet. Be the first to leave one below.
Leave a Review