Role and Company
Wealth Management Analyst, Financial Services Company
Expertise
4 years experience in financial services
Location
Houston, TX
About Raman
I graduated with a Bachelors in Finance from University of Houston Downtown. I am currently working as an Analyst (financial planning and wealth advisory, former title: Wealth Management Analyst) in one of the largest financial services firms. My love for assisting people got me where I am today. My goal is to help out as many people as possible by helping them manage both sides of their balance sheets (budgeting, planning for their future such as retirement) and help them preserve their assets. If you have any questions on saving for retirement (such as 401k, IRA, Roth IRA, etc), education planning for your children or loved ones, interested in purchasing a home, or anything related to your finances; please don't make it a burden to yourself, I am here to help!