About

I know what it means to move to a new country and be a cultural stranger despite what would have been considered some great academic credentials in the tech space.

I know the challenges of the multi-year immigrant journey and the frustration of not knowing where or who to turn to for answers on personal finance on areas like taxes, investments, company-provided benefits, insurance etc.

This is what got me started on the personal finance journey. Today I am the founder of Elgon Financial Advisors, a Fee-Only independent wealth management firm registered in Texas.

I help my clients make smarter decisions about money. I love seeing the look on their faces when they realize they do not have to walk alone on this journey.

Prior to becoming a financial advisor, I spent over 17 years working in the high-tech field. I hold a master’s degree in Information Technology in addition to passing the Certified Financial Planner (CFP) exam and the Uniform Investment Adviser Law (Series 65) exams.

I enjoy spending time with my family, exploring Austin and trying to hold my own on the tennis court against my teenage girls. In addition, I’m working on improving my running with the goal of qualifying for the Boston Marathon soon.

Firm Information

FirmElgon Financial Advisors LLC
PositionFounder & Principal Advisor
Agency Typeria
Firm CRD#305353
About Firm
Every individual has a unique story and background. At Elgon Financial Advisors, we take that into consideration as we help you craft a plan that will move you along the path to your version of the American dream and financial freedom. We design a financial plan and an investment plan informed by years of academic research and your financial goals, based on your values. We then work with you to implement the plan and help you stay laser focused on your goals. In addition, we bring in other professionals like CPAs, Attorneys etc. to ensure all areas of your life are fully addressed.  We work with clients in Austin TX, and the greater Austin are as well nationwide. Our clients come from different backgrounds, but our sweet spot is foreign-born individuals and families looking for a long-term trusted advisor.

Professional Details

Advisor CRD#7114609
Fiduciary Yes — acts in your best interest
CompensationFee-Only
Designations
Certified Financial Planner

Company Profile

Company Size
Est. 2000

Practice Focus

Specialties
  • Financial Planning 100%
Preferred Client Type
  • IT Professionals 100%

About Me

Community Involvement

Are you enjoying Financial Advisors? Leave a review.