"We believe every American should be able to afford sophisticated and honest financial advice"
RISHIN DOSHI
Chartered Financial Analyst
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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!
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.