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'm proud to provide independent, fee-only financial planning and investment management to people in all stages of life. I especially enjoy working with professionals in the pharmaceutical industry, helping them make the most of their compensation, benefits, and career opportunities. I enjoy helping people save, grow, and spend their money in the smartest way possible. Having a financial plan helps balance long-term goals like retirement with the day-to-day financial decisions that come along with busy careers. Once a plan is in place, it provides 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