Rohan Nayak

Background

About Rohan Nayak

I love spending time with my family, cooking, following NBA & cricket and spending down time at any Costco. Losing my father during college years came with loss of control of our household financials and led to investing without proper and full knowledge. This pushed me to learn about personal finances and investing which led to my passion and career in becoming a Certified Financial Planner™. I’ve devoted my career to helping families avoid financial stress and heartbreak from unforeseen risks. My goal is to add meaning behind the money you earn, save, and invest, so your money is providing the life you and your family want to live. My strategic wealth planning framework is designed to help you make financial decisions with confidence. High earners - convert this phase of income/savings into short and long stable term income streams. Pre-retirees - set up for retirement years - what should your portfolio look like approaching retirement? What factors should you consider for this transition? Retires - Transition into the sweet spot of income taxation as your income drops - what are the optimal money moves from retirement until your required withdrawal from retirement accounts begin? What moves can get you the most tax savings now and in future years? No matter what phase you are in, financially caring for your family and setting them up for success is the goal. I organize household finances and create a comprehensive wealth plan including tax efficiency, insurance, estate and education planning etc. I lead the Financial Planning department at our fiduciary, wealth management firm - FundX Investment Group (part of One Capital Management). We help families all across US with $500K-$10M in investable assets. Reach me by email - rohan@fundx.com