Laddi Jhuty, CFP

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5201 Great America Pkwy Ste 350
Santa Clara, CA 95054
+1 (510) 818-1424
http://www.nriwealth.com
NRI Financial Adviser, based in Santa Clara, CA, is a trusted wealth advisory firm specializing in customized financial planning, investment management, tax planning, retirement planning, insurance planning, personal wealth management, and education planning. With a focus on understanding their clients' needs and expectations, they provide tailored solutions for individuals of all backgrounds. As a registered investment advisor, they offer comprehensive services to help clients achieve their financial goals and make informed decisions about their wealth. NRI Financial Adviser is known for their expertise in handling complex matters such as stock options and equity compensation, ensuring tax efficiency and maximizing returns.

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4.020 reviews
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Pundalik K.
10/10/2018

Laddi Jhuty has been helping me in managing my personal finances over past 3 years, when I decided to quit my job to start my own company. It was the toughest decision on many fronts including our...

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Debasish B.
6/7/2019

I have known Laddi Ji for around 5-6 years. He helped me with my term Life Insurance , transfer my 401k to IRA and manage it for sometime. He is very professional and consultative. A large part of...

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Ketan T.
12/23/2020

Laddi-ji has been helping us self-manage our finances for 2+ years. We have met him once a year and our meeting has been life changing. He provided us free consultation on both occasions. He...

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Michael Y.
11/4/2020

Very generous with his time with the initial consultation. I thought I've gone on the wrong track financially, but Laddi gave me some reassuring words and some actionable advice. Will strongly...

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Daniel A.
1/16/2020

I was referred to Laddi of NRI Wealth by a coworker. He helped me with 401k's, life insurance, and portfolio management. Well educated, professional, and honest. The first consultation was free...

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United States›California›Santa Clara›Laddi Jhuty, CFP

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