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
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
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
127 Via Anita
Redondo beach, CA 90277