Wealthwyzr with Avanti Shetye, CFA, CFP®
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Wealthwyzr with Avanti Shetye, CFA, CFP® Channel Description Snapshot
Channel Description
Avanti Shetye, MBA, CFA, CFP®, is a fee-only, advice-only financial planner featured in Business Insider, Investopedia, Fortune, U.S. News & World Report, and Forbes.
At Wealthwyzr, LLC, she helps professionals, pre-retirees, and retirees turn their savings into a reliable retirement paycheck — without the sales pitch.
Avanti believes financial planning should simplify your life, not complicate it. Her videos break down complex topics like retirement income, Social Security, taxes, and investments in plain English, so you can make confident, informed decisions about your money.
Subscribe to learn how to:
Build a tax-smart retirement income plan
Invest with confidence and purpose
Enjoy your retirement without fear of running out of money
📅 Ready to create your financial plan?
Schedule a call → https://wealthwyzr.com/calendar/
🌐 Learn more: https://wealthwyzr.com
📘 Facebook: facebook.com/wealthwyzr
📸 Instagram: instagram.com/wealthwyzr
At Wealthwyzr, LLC, she helps professionals, pre-retirees, and retirees turn their savings into a reliable retirement paycheck — without the sales pitch.
Avanti believes financial planning should simplify your life, not complicate it. Her videos break down complex topics like retirement income, Social Security, taxes, and investments in plain English, so you can make confident, informed decisions about your money.
Subscribe to learn how to:
Build a tax-smart retirement income plan
Invest with confidence and purpose
Enjoy your retirement without fear of running out of money
📅 Ready to create your financial plan?
Schedule a call → https://wealthwyzr.com/calendar/
🌐 Learn more: https://wealthwyzr.com
📘 Facebook: facebook.com/wealthwyzr
📸 Instagram: instagram.com/wealthwyzr
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