Great financial planning isn’t just about numbers—it’s about people. Meet the professionals dedicated to helping you build a future you can be confident in.
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We work with the pioneers of the new frontier—high-income professionals at FAANG and other leading tech companies who are driving innovation in AI, software, and emerging technologies. In an industry that evolves at lightning speed, our clients need a financial strategy that keeps pace. Whether navigating stock options, RSUs, or shifting market trends, we provide tailored guidance to help them maximize their wealth, minimize tax exposure, and build a strong financial foundation for the future.
As AI transforms industries and reshapes career paths, we work alongside our clients to anticipate change, seize new opportunities, and help ensure their financial future remains as dynamic and resilient as the industries they’re shaping.
"At Mohan Financial, we believe that financial planning isn’t just about how much wealth you accumulate—it’s about the options you have. Our goal is to minimize the uncertainty by eliminating as many 'what ifs' as possible, so you can make confident decisions and focus on what truly matters."
- Ashwin Mohan
CEO & Founder
Yes, we operate under a fiduciary standard, we are committed to putting your best interests first, ensuring that every recommendation and decision is made with your financial well-being in mind.
We believe in transparency when it comes to compensation. Our fees are clearly outlined upfront, and we are compensated based on a fee structure that aligns with the services we provide.
Our ideal clients are individuals, families, and professionals in the tech and business sectors who seek personalized financial guidance. Whether you're just starting out or are planning for long-term financial success, we tailor our approach to fit your unique needs.
We focus on building long-term relationships founded on trust and collaboration. From our initial consultations to ongoing check-ins, we are here to support and guide you every step of the way as we work together to achieve your financial goals.
There are no long-term contract commitments required to work with us. We believe in earning your trust through the quality of our service, and you are always free to adjust your relationship with us based on your evolving needs.
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