Roshani is a fantastic financial advisor. I started working with her almost a year ago and quickly felt confident that she was the exact advisor I wanted to work with and I have only continued to feel more and more confident in that decision since then. One of the aspects I love most about having Roshani as my financial advisor is that she thinks holistically about financial planning across many different elements of my life, not just my direct financial investments. She has also helped me think through areas like insurance, goal planning, side business income, healthcare, and taxes. I also greatly appreciate that Roshani is incredibly adaptable to her clients' needs.... read full review
May 2024
I was looking for a financial planner for months but was making little progress. I required someone with high integrity and who is trustworthy, which is difficult to find until I met Roshani Pandey. Ms. Pandey is professional with an exceptional background working at such companies as Goldman Sachs. But what really drew me to her was her honesty and integrity. Being able to trust someone with my money was one of my main concerns but with Ms. Pandey, I know that she will always have my best interests in mind and manage my money to achieve my financial goals.
May 2024
Roshani and her team have been awesome partners to us. Their expertise and support in financial investments have been invaluable, offering comprehensive assistance and insights. Their guidance on investing (managing RSU and ESPP plans) and tax strategies has been instrumental, especially coming from a tech background. I fully recommend them to anyone seeking top financial advice.
Roshani is a fantastic financial advisor. I started working with her almost a year ago and quickly felt confident that she was the exact advisor I wanted to work with and I have only continued to feel more and more confident in that decision since then. One of the aspects I love most about having Roshani as my financial advisor is that she thinks holistically about financial planning across many different elements of my life, not just my direct financial investments. She has also helped me think through areas like insurance, goal planning, side business income, healthcare, and taxes. I also greatly appreciate that Roshani is incredibly adaptable to her clients' needs.... read full review
I was looking for a financial planner for months but was making little progress. I required someone with high integrity and who is trustworthy, which is difficult to find until I met Roshani Pandey. Ms. Pandey is professional with an exceptional background working at such companies as Goldman Sachs. But what really drew me to her was her honesty and integrity. Being able to trust someone with my money was one of my main concerns but with Ms. Pandey, I know that she will always have my best interests in mind and manage my money to achieve my financial goals.
Roshani and her team have been awesome partners to us. Their expertise and support in financial investments have been invaluable, offering comprehensive assistance and insights. Their guidance on investing (managing RSU and ESPP plans) and tax strategies has been instrumental, especially coming from a tech background. I fully recommend them to anyone seeking top financial advice.