
Boston
U.S.A.
Financial Advisor
Professional Details
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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