Savvy Ladies Volunteers
Volunteer’s Bio
Sanjay Parikh is the founder of Lotusment Advisors, LLC, a Registered Investment Advisor in Washington state. He holds a B.S. in Electronics Engineering, an M.S. in Computer Science, and has completed over 180 weeks of online coursework in finance, economics, and data science. Licensed with the Series 65 and currently working toward his CFP® certification, Sanjay has spent the last five years helping individuals and families with investments, financial planning, and long-term strategies. Outside of work, he is married with two children and enjoys hiking and reading.
Areas of Expertise (as specified by volunteer)
Budgeting;Career and Income;Debt Management;Family Finances;Investing;Marriage and Money;Retirement;Small Business;Wealth Management;Career Coach
