About Anjali Jariwala, CFP®, CPA®
You have invested years of hard work to get where you are today, and deserve to have your earnings work for you. You appreciate technology and expect your financial advisor to put it to good use. You understand that the right financial advisor for you might be around the corner or across the country and you do not let geography limit your choices in today’s connected world. It is time for you to get the type of financial advice that you both need and deserve. Young professionals who are ready to build wealth are often met with obstacles from the very industry that should be helping them. FIT Advisors is a trustworthy alternative to the status quo. We serve Gen X professionals in the wealth accumulation stage as your financial life coach!
I am Anjali Jariwala, CPA, CFP®. While working at a prestigious financial planning firm serving high net worth clients, I realized that the advice I was giving to my friends and family was not readily available to most young professionals. I decided I could make a more meaningful impact by starting my own firm. I founded FIT Advisors to empower Gen X professionals to discover and reach their life goals while building a stable financial future.
The financial planning industry generally operates under one of two primary models: 1) Serving high net worth individuals approaching retirement, or 2) charging high fees and pushing unnecessary products – mutual funds with loads, unneeded insurance policies, high fee annuity policies – to clients. Firms earn commissions on these products, which the client may not realize, and thus incentives are not always aligned. To earn your trust and ensure that you get what is in your best interest, I operate with a transparent fee structure with no commissions, hidden costs or conflicts-of-interest.
I understand the intricacies of physicians (like my husband) and other young professionals as we are also in the wealth accumulation stage of our lives. There is immense value in having a financial advisor early in your career to maximize your future success. I am highly trained in investment management as well as financial and tax planning. I have Certified Public Accountant (CPA) and CERTIFIED FINANCIAL PLANNING™ (CFP®) designations in addition to 7 years of experience at PricewaterhouseCoopers and 2 years at a prestigious financial planning firm. By utilizing my vast experience serving high net worth individuals and Fortune 500 companies, I can help you navigate the complexities of your financial life to help you get FIT financially!
- Business Owner
- Generation X
- Members of the LGBT Community
Ways Advisor Charges
- Monthly Fee
- Quarterly Fee
- Assets Under Management
- MonthlyFee: $833/month
- Quarterly: $2,500/quarter, discounts available
- AUM: 1%