Rupa P.

Founder of Fee-Only, Advice Only Investment Advisory Firm registered in North Carolina, - 'FWJ Planning' - for those looking to fill their cup with joy - women balancing career and caregiving and immigrant families with cross-border financial matters.As an EA, I'm registered to represent clients in front of IRS, As an AIF, I've certified as an Accredited Investment Fiduciary. As a CFSLA, I'm certified to advise families on college funding strategies and student loan repayments.Enabling Financial Freedom through Financial Planning for women led households who feel left out or helpless in money decisions. It's my 'Ikigai' - my sense of being, the sweet spot between Passion, Mission, Vocation and Dedication.'It's in giving that one truly receives". Decades of cross-functional wisdom across various domains as a technologist/ analyst/ finance head/business partner, project manager/entrepreneur/venture fellow and now financial planner.Mumbai born and bred - coming to the US with nothing but hopes and dreams and a work visa. and a lifelong learner of what really matters - to be free , in the real sense.Clocked 2500 km since turning 40, traveled to18 countries in 4 continents, raised $10K for Human Rights in Singapore,