Savvy Ladies Volunteers

Amit Agrawal

Volunteer’s Bio

Amit is a former attorney and retired financial planner.  After clerking for two federal judges, he spent several years in private law practice before transitioning to being a financial advisor in 2006.  In 2026, he retired after 20 years in the financial services industry and now works in the nonprofit/public service sectors.  His favorite group of clients as a practitioner was women so he looks forward to giving back and paying forward to them in his new role.

Areas of Expertise (as specified by volunteer)

Budgeting;Career and Income;Debt Management;Family Finances;Investing;Marriage and Money;Retirement;Wealth Management