Santhosh is a holistic personal finance planner. He has been campaigning for financial solutions and personal finance education since 2022. He strives to help individuals and families arrive at a suitable solution to address their financial goals and concerns, at various stages in their lifetime. Reach out to him to book an appointment to discuss your needs and learn how to protect and safely grow your hard-earned money. All consultations are complimentary.

Areas of Santhosh’s expertise include Retirement Income Planning, Long-term Care, Life Insurance (Permanent/IUL and Term), Health insurance, Travel Insurance including Visitors Health, tax saving strategies and review of existing policies.

Santhosh is also currently helping build a new team of campaigners by helping them setup and grow their business in the finance industry. Since 2018, Santhosh is also a CA State Notary Public and a Loan Signing Agent.