Live Chat Software Rishin Doshi, CFA financial Planner in Los Angeles
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Affluencer financial is a fee-based financial planning firm headquartered in Los Angeles, California. We do not make investment decisions on behalf of clients; rather we provide comprehensive advice and solutions without encouraging you to buy products. In fact, we do not manage securities nor are we affiliated with any investment firm that provides us management fees based on the purchase or trade of stocks, bonds, or mutual funds. We simply provide clients with unbiased, independent, objective advice on their personal financial goals. *Affluencer is not a securities firm, "Investments" refers to fixed products and real estate. ᶧFiduciary engagements must be agreed upon and approved by both parties in writing. 

RISHIN DOSHI

Chartered Financial Analyst

Client Testimonials

Jennifer S.

Los Angeles, CA

Thank you so much for all of your help Rishin.  I was really scared to deal with my finances but after meeting with you I feel so much more confident and relaxed.  I am grateful that you helped me with my finances so I can have a comfortable retirement without anxiety

Kevin T.

Los Angeles, CA

Rishin thank you for the assistance.  My family appreciates all of the knowledge and support you have given us.  We had been with our advisor for a long time before having met you and boy we did not realize how much we were missing out. You took the time to give us all the information we needed to make sound financial decisions.  Thanks for all the time you spent with us!

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EDUCATION

Rishin Doshi received his B.A. in Applied Mathematics and B.S. in Bioengineering from the University of California, San Diego. He went on to study for the Chartered Financial Analyst exam series and earned his CFA designation.

 

 

LICENSES

Chartered Financial Analyst (CFA Charterholder)

Calfornia Insurance License

 

ENGAGEMENTS

Rishin Doshi is an instructor at The CFA Society of Los Angeles and a member of The Private Wealth Management Advisory Board.  Due to his extensive knowledge of the investment world he brings to the table a wealth of wisdom. 

 

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