Raman Singh (CFP®)

Additional Information

Ever met a Financial Planner who can educate you about your personal financial hygiene? How about a financial planner who provides you with fiduciary standards advice on your finances without selling or pitching you any type of commission based products? How about a planner who doesn’t charge you a 1% fee just to manage your investments or have any account minimums? But most importantly, how about a planner who can be your trusted guide and hold you accountable to get sh*t done so you can be a best version of yourself?

I’m Raman Singh, CFP® and I’m not your dad’s advisor! I am your Flat Fee-Only Fiduciary, your Personalized CFO who is dedicated to providing you sound and impartial financial advice. Basically, I'm the guy who you talk to about your money before you make any major financial decisions.

My motto is to help you keep your life simple and educate, inform you about the financial planning industry. There’s already enough confusion out there so let me help you simplify things. Let’s have a quick chat so we can learn more about each other. One thing I can promise you is that during this free initial call, you will learn and know more about how the financial planning industry works than ever. Our initial free session is simply designed to see whether we are good fit for each other, but most importantly, I will educate you on how the industry works so you can differentiate how to find an ideal financial planner for yourself.