Hi, I’m Praveen.

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Financial Planner, ex-Techie, Advocate for Financial Freedom

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About Me

I’m a former Google Engineering Manager turned CERTIFIED FINANCIAL PLANNER™. After 15 years in Silicon Valley - from building startups to leading teams and pursuing financial freedom - I now help tech professionals do the same.

I specialize in simplifying complex areas like equity compensation, investments, and tax planning, so my clients make confident decisions about their future.

My philosophy is grounded in simplicity, transparency, and kindness. As an advice-only planner, my goal is to educate and empower my clients.

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    4 years of financial planning experience

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    60+ happy and satisfied clients

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    15 years of tech experience

Tech comp expertise

From stock options to IPO planning.

How I work?

Simple conversations

No jargon. Just what matters.

Flexible model

Hourly or project-based engagements.

Advice-only

No product sales, 100% fiduciary.

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I work with professionals from leading tech companies, including…

What Clients are Saying

"Praveen combines expertise with exceptional communication. He’s patient, responsive, and made sure we understood every detail of our financial plan. What stood out was how tailored his approach was - he crafted a strategy that fit our needs and comfort level, rather than offering generic advice. We truly value his organized, thoughtful, and personable style."

- Laura J, a client from California

"While I consider myself financially savvy, Praveen's input on our finances turned out to be extremely valuable and informative. Praveen was very thorough in his analysis. He is sharp and analytical like a Google engineer. He gave me the confidence that I can retire (at 50), and indeed I happily sent my resignation notice a few days ago."

- Ariel G, a late career tech professional

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Get in Touch!

Schedule a free introductory call with me to discuss your financial planning needs.