Sunil Harpalani, CFP®, CPA, GFP (USA)

Holistic View Financial, LLC
Financial Advisor

Professional Details

Countries of Focus

United States, India, United Kingdom, Spain


US Inbound/Outbound Planning

Business Description

Comprehensive Financial Planning, Investment Management and Tax Services, on a fee-only basis. Primarily serving higher net worth professionals. Expertise in US inbound/outbound planning; planning for individuals receiving employer stock grants.

Ideal Clients
Professional immigrants in the US, Americans living abroad
Ways Advisor Charges

Fixed ongoing fee, based on financial planning complexity and investable assets under advisement.


CFP and CPA, providing comprehensive financial planning, including in ranging advice and tax services to professional immigrants in the US and to US citizens living abroad. Expertise in financial/tax planning for equity based compensation.

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