Shrideep Murthy
Stamford, United States (US) · Public and Community
Verified by Enterprise League
Data quality
Partial
Last verified
Nov 2023
Shrideep Murthy is a Public and Community company based in Stamford, United States (US), founded in 2017, with 2-10 employees.
Overview
Shrideep Murthy a Chartered Financial Analyst (CFA®) with a passion for helping self-employed individuals and small business owners navigate the intricate landscape of retirement plans. I specialize in optimizing tax situations and providing practical solutions to my clients.
With my expertise, I handle the entire process of designing, implementing, and maintaining pension plans for my clients. Currently, I oversee the administration of over 400 defined benefit, profit sharing, and 401(k) plans, ensuring that my clients' retirement goals are met efficiently.
Contact Details
Stamford, United States (US)
Founder
Mr Shrideep Murthy
Founded
2017
Company Type
Private Limited Company
Employees
2-10
Categories
Companies teams usually look at after Shrideep Murthy
Comparing a few options usually leads to better decisions
Save companies to compare later. Useful when sharing options with your team
This is how your company profile looks to others.