Ravikumar K's Email & Phone Number

💼 Past Experience

RaviKumar Komari is currently a Financial Planner/Analyst, CPM®Industry of Financial Services. RaviKumar Komari has over 10 years' experience as a financial planner and strategist. RaviKumar Komari is currently a Financial Planner/Analyst, CPM®Industry of Financial Services with IARD #300005. Financial Adviser, Certified Portfolio Manager (CPM®) at IRIS Wealth Advisory - A Registered Investment Adviser (RIA) Firm, IARD #300005. Financial Adviser, Certified Portfolio Manager (CPM®),Certified Financial Planner(CFP®)-Candidate at IRIS Wealth Advisory - A Registered Investment Adviser (RIA) Firm, IARD #300005. Financial Adviser, Certified Portfolio Manager (CPM®),Certified Financial Planner(CFP®)-Candidate - IRIS Wealth Advisory at A Registered Investment Adviser (RIA) Firm, IARD #300005. Financial Planners, Certified Financial Planner (CFP®) at IARDs across the five states of North AmericaRaviKumar Komari has over 10 years' experience as a financial planner and strategist, with a focus on providing strong support to clients through their overall financial planning process. RaviKumar Komari is a financial planner with over 10 years' experience as a Certified Financial Planner (CFP®). RaviKumar Komari joined IARD in 2006 and has been a certified financial planner servicing clients in the five states of North America - California, Colorado, Florida, Massachusetts, and New York. RaviKumar Komari is a financial planner with a focus on providing strong support to clients through their overall financial planning process. At IARD, RaviKumar Komari is a financial planner who works with clients to develop and implement comprehensive financial plans that include analysis of unique credit risks and investment strategies. As a CFP®, RaviKumar Komari has a wide array of experience in developing and implementing financial plans for individual and corporate clients. RaviKumar Komari is a dedicatedabeth financial planner who is always looking for ways to improve her clients' FINANCIAL STATEMENTS.

🎓 Education

RaviKumar Komari's educational background and work readiness based on his past experience include:- Bachelors, Veterinary Sciences/Veterinary Clinical Sciences, General at Sri Venkateswara Veterinary University, Tirupathi, AP, India- Certified Portfolio Manager, Security Analysis, Asset allocation, Portfolio risk management at Columbia University in the City of New York from September 2022 to September 2022- Certified Financial Planner-Candidate, Financial Planning Certification Curriculum at Southern Methodist University from September 2022 to September 2022- Financial Services, Investments, Insurance at Kaplan from September 2022 to September 2022- Secondary Education Teaching Certificate, Education at Texas A&M University-Corpus Christi from September 2022 to September 2022- Master of Science - MS, Animal Sciences at Penn State University from September 2022 to September 2022

💡 Technical & Interpersonal Skills

Mr. Komari is currently a financial planner and certified financial planner, working as a financial adviser at IRIS Wealth Advisory, a registered investment adviser. In this role, he provides financial planning and financial advice to clients through his network of professionals.He has over 10 years of experience in the financial planning and investment industries, which he has gained through his work as a financial adviser and a certified financial planner. Mr. Komari is a CFP and a CIM(Certified Investment Manager).He has a degree in finance from the University of Chicago Booth School of Business. Mr. Komari is highly experienced and has a wealth of knowledge in the financial planning and investment industries. He is highly sought-after by businesses and financial planning firms because of his well-rounded experience and skills.He has worked with a wide range of clients, from small businesses to large corporations. His clients have come from a variety of backgrounds, including individuals, families, and businesses of all sizes.Mr. Komari is highly dedicated to his work and has a passion for helping people make informed and responsible decisions about their finances. He is a highly considerate and responsive individual, always working to ensure that his clients are comfortable and happy with their decisions.He is highly skilled in financial planning and has a knack for finding gems in the financial wreckage. Mr. Komari is always willing to share his knowledge and expertise with his clients in order to ensure that they are making the smartest decisions for their families.He is a skilled negotiator and has a decades-long experience in the financial planning and investment industries. He is a highly reliable and helpful advisor, always willing to make a go of things.RaviKumar Komari sees himself as an advisor and not a just another financial planner. As an advisor, he enjoys working with individuals, families, and businesses of all sizes to provide them with the most informed and responsible financial planning options. He is a responsible and culpable individual who takes great pride in his work, and who always strives to ensure that his clients are comfortable and happy with their decisions.Mr. Komari is committed to his clients and their well-being, and he is always willing to offer advice and support that is both relevant and helpful. He is a skilled negotiator and a great listener, and he always seems to have the right answer for anyone who asks. He is someone who is always willing to help out his clients, and he is a formidable player on the financial planning team.