Savvy Ladies Volunteers

Ramesh Singh CFP ®, CFA, MBA

Volunteer’s Bio

Ramesh Singh CFP ®, CFA, MBA is a financial advisor who believes that an unbiased and independent
financial advice should be available to all, irrespective of their wealth, demographic status or life stage. He
has over ten years of financial services industry experience working with top firms on the Wall Street. He
specializes in investments, tax planning and retirements. He believes in helping people plan for future
rather than focus on past decisions and how they arrived where they are. For him, no question is too trivial
or too stupid when it comes to financial advice.

Areas of Expertise (as specified by volunteer)

Budgeting; Debt Management; Family Finances; Investing; Retirement; Wealth Management

Tax planning

Wealth Management