Boston

U.S.A.

Financial Advisor

Professional Details

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Sunil Harpalani, CFP®, CPA, GFP (USA)

Holistic View Financial, LLC

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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

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