Sunil Harpalani, CFP®, CPA, GFP (USA)

Holistic View Financial, LLC

Specialties:

Inbound/Outbound Planning, Global Investment Management

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.

Highest Degree

Master's

Institution

University of Rhode Island

Countries of Focus

United States, India, UK, Spain

Linkedin Profile

https://www.linkedin.com/in/sunilharpalani/