Sunil Harpalani, CFP®, CPA Holistic View Financial

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About Sunil Harpalani, CFP®, CPA

Hi, I’m Sunil.

I provide fiduciary comprehensive financial planning services, including investment management, with a focus on income tax efficiency. I do not sell any financial products nor do I receive any commissions.

My niche is supporting high middle income professionals. I have expertise in helping clients who receive employer equity grants (stock options, RSUs, ESPP etc.), and helping immigrants and the LGBT community.

I am qualified in the fields of Comprehensive Financial Planning, Investment Management and Income Taxes. I am a CFP (Certified Financial Planner ) and a CPA.

I believe people benefit most by managing their finances holistically with a mix of investment advice and comprehensive financial planning including income taxes, education, retirement, estate planning and insurance for risk mitigation. I recommend low-expense and diversified equity index investment portfolios.

I guide clients through their financial options and provide clarity, without using technical jargon, to help make informed decisions with the assurance that a trusted professional is proactively looking out for them.

My fee structure is transparent, and is based on the complexity of financial planning, family size and the value of investments under advice / management.

I arrived in the U.S. from India ~three decades back to go to graduate school, with just enough funds for my first semester. Since then, I have stayed on track to achieve financial independence by getting a good education and working hard in professional roles in finance and accounting. The key to my financial success has been having a financial plan, and monitoring and updating it as needed for changes in circumstances and goals.

In 2017, I launched Holistic View Financial to help individuals and families plan and manage their financial life optimally. I like listening to client’s stories, passions, concerns and values. I then develop a personalized financial plan and coach clients to stay on track to attain life goals.

I strongly believe in giving back to the community and currently participate in pro-bono financial programs, helping cancer patients manage their financial situation and preparing income tax returns for low income residents.

I live in Boston’s Jamaica Plain neighborhood. When I am not working on my clients’ financial plans, I walk or bicycle around the city, play tennis, read, enjoy diverse eateries, go to movies, attend concerts and travel to destinations near and afar.

Please reach out to me if we are a right fit.

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Ideal Clients

  • Equity Recipients (RS/RSU SOP ESPP)
  • Gen X
  • Immigrants
  • LGBTQIA

Ways Advisor Charges

  • Monthly Fee
  • Quarterly Fee
  • Flat Fee
  • Hourly
  • Assets Under Management

Fee Options

  • Monthly Fee: $250+/mo
  • Quarterly Fee: $750+/qtr
  • Flat Fee: $250+/engagement
  • Hourly Fee: $200+/hr
  • AUM: 0.50%

SEC Records

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