Avanti  Shetye,  CFP<sup>&reg;</sup> - Financial Advisor

Avanti Shetye, CFP®

CFA,

Wealthwyzr, LLC

2095 Mount Hebron Dr
Ellicott City, MD 21042-1851
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General

Avanti Shetye is a CERTIFIED FINANCIAL PLANNER® professional and member of the Financial Planning Association, serving clients at Wealthwyzr, LLC in Ellicott City, MD and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER®
  • Chartered Financial Analyst (CFA)

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Asset Allocation, Career Change, Estate Planning, Mutual Funds, Retirement, Stocks & Bonds, Life Planning, Sudden Wealth, Personal Taxes

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