Sunil
Harpalani
,
CFP®, CPA, GFP Fellow
Financial Advisor
at
Holistic View Financial, LLC
United States, India, United Kingdom, Spain
Fixed ongoing fee, based on financial planning complexity and investable assets under advisement.
Firm Details
Holistic View Financial, LLC
Comprehensive Financial Planning, Investment Management and Tax Services, on a fee-only basis. Primarily serving higher net worth professionals. Expertise in US inbound/outbound planning; planning for individuals receiving employer stock grants.
6179718395
Sunil@holisticviewfinancial.com
Countries of Expertise
United States, India, United Kingdom, Spain
Biography
CFP and CPA, providing comprehensive financial planning, including in ranging advice and tax services to professional immigrants in the US and to US citizens living abroad. Expertise in financial/tax planning for equity based compensation.
Specialties
US Inbound/Outbound Planning
Billing Types
Fixed ongoing fee, based on financial planning complexity and investable assets under advisement.
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