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Shrideep Murthy
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
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