Vilas Naralakattu, CFP<sup>&reg;</sup> - Financial Advisor

Vilas Naralakattu, CFP®

Financial Advisor

Prepared Retirement Institute

105 Montgomery Avenue
Lansdale, PA 19446
FINANCIAL ADVISOR'S WEBSITE
(215) 997-5700 CONNECT WITH Vilas
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General

Vilas Naralakattu is a CERTIFIED FINANCIAL PLANNER® professional and member of the Financial Planning Association, serving clients at Prepared Retirement Institute in Lansdale, PA and the surrounding communities.

Financial Advisor Overview

I help people turn complex financial decisions into a clear plan for building, enjoying, and protecting their wealth. I especially enjoy working with professionals in the pharmaceutical industry, helping them make the most of their compensation, benefits, and career opportunities. A thoughtful financial plan helps balance long-term goals like retirement with the day-to-day financial decisions that come with busy careers. My goal is to help clients save, grow, and spend their money wisely so their finances support the life they want to live. Once a plan is in place, it brings clarity and confidence—giving you the freedom to spend your time and money on the things in life that matter most.

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Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER®

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Asset Allocation, Career Change, Estate Planning, Investment Management, Employee Benefits, Job Loss, Life Planning, Retirement, Starting a Family, Succession Planning, Sudden Wealth, Personal Taxes

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Helpful Financial Planning Resources