Anjali Jariwala

CFP®, CPA

FIT Advisors

Financial Advisor

Contact Me

Anjali Jariwala

CFP®, CPA

FIT Advisors

Financial Advisor

As a fee-only financial planner, my focus is to offer holistic financial planning to help align your money with your goals. - Anjali Jariwala, CFP®, CPA

Contact Me

(847) 773-5445

Website

Fee-Only Financial Planner serving physicians and business owners virtually in the wealth accumulation stage as their financial life coach.

Meet Anjali Jariwala

I am Anjali Jariwala, CPA, CFP®.  While working at a large 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 bigger 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.

As a financial planner who specializes in physicians and business owners, Anjali understands your unique needs.

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.  I am committed to what is in your best interest so 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!

 

Anjali Jariwala is a Member of the National Association of Personal Financial Advisors

The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.

NAPFA members live by three important values:

  • To be the beacon for independent, objective financial advice for individuals and families.
  • To be the champion of financial services delivered in the public interest.
  • To be the standard bearer for the emerging profession of financial planning.

Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.

Professional Designations & Affiliations

  • National Association of Personal Financial Advisors (NAPFA)
    Anjali Jariwala is a NAPFA-Registered Financial Advisor

    The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.

Contact Anjali Jariwala

(847) 773-5445

Please enter your name
Please enter a valid 10 digit US phone number in the format xxx-yyy-zzzz
Please enter a valid email address
Please leave a message for the advisor.
Clear Form
Please verify that you aren't a robot.
There was an issue sending your message. If this issue persists, please contact support.
Message Sent! Your message info will be displayed in other advisor contact forms to make it easy to send to multiple advisors. We do not share your message content beyond the advisors you choose.

Office Locations:

  • 127 Via Anita
    Redondo beach, CA 90277

FIT Advisors is an Investment Adviser registered with the States of Illinois, California and Texas. All views, expressions, and opinions included in this communication are subject to change. This communication is not intended as an offer or solicitation to buy, hold or sell any financial instrument or investment advisory services. Any information provided has been obtained from sources considered reliable, but we do not guarantee the accuracy or the completeness of any description of securities, markets or developments mentioned. We may, from time to time, have a position in the securities mentioned and may execute transactions that may not be consistent with this communication's conclusions.  Please contact us if there is any change in your financial situation, needs, goals or objectives, or if you wish to initiate any restrictions on the management of the account or modify existing restrictions.  Additionally, we recommend you compare any account reports from FIT Advisors with the account statements from your Custodian.  Please notify us if you do not receive statements from your Custodian on at least a quarterly basis. 

Outdated Browser Detected!

If you're seeing this message, it's because the web browser you're using to access our site is much older and no longer supported. Due to privacy and safety concerns, we don't allow older browsers to access our site. In order to access WhyFiduciary.com, please use a newer browser, like Internet Explorer 10 or above, Google Chrome, or Mozilla Firefox.

Download a newer browser