KP has over 29 years of experience helping clients achieve financial independence through personalized strategies and one-on-one guidance. We’re your partners on the road to financial independence.

KP was born in Poona, India in 1962. His father became an entrepreneur early in his life and extracted his family out of poverty. After realizing his son’s potential, KP’s father spent the majority of his hard-gained financial resources and savings to send KP to the United States. Early in his education at Michigan State University, KP was fortunate enough to call upon Don Smith the dean of the Hospitality Management school as his mentor. Don encouraged KP to join several academic clubs at Michigan State University, and develop his public speaking skills to compliment his analytical skills.

At Crummer Graduate School of Business, KP was fortunate to have an ex-investment banker Jack Nelson as his Professor of Finance & Investments course.  Jack recognized the skills KP exhibited in his class, and encouraged KP to explore becoming a stock broker.  This had paramount influence on KP, who right out of graduate school applied for and became a Stock broker in June of 1987.  He has been fortunate to call hundreds of families his clients and friends, most of whom have had a profound impact on his life and career.

An active pursuit of financial learning, meaning and growth.