Deepak Kotwal, CFP®
Wealth Management Advisor
As the CFO of your family and yourself, you need to make many financial decisions in the journey of life. These micro decisions must fit in the macro picture of your family’s objectives and the ever changing world of financial markets and products, government regulations and taxes. Planning should be anticipatory and adaptive. Deepak has over 32 years of experience in providing wealth management guidance to multiple generations of high-net-worth individuals/families. His clients also include corporations, physician practices and other entities. He ensures coordination with the client’s other professionals, such as tax-CPA’s, attorneys and Third-Party Administrators of retirement plans. The services provided include financial planning, investment management, retirement planning, educational funding, life/LTC insurance and estate planning. Deepak strives to establish a long term trusted advisory and fiduciary relationship.
B.Tech.(Mechanical Engineering) Indian Institute of Technology, Bombay, India
M.E.(Industrial Engineering and Operations Research) University of California, Berkeley, CA
M.B.A.(Finance) Wharton School, University of Pennsylvania, Philadelphia, PA
CFP® – Certified Financial Planner