Fin-est Investment Advisors, LLC
Fin-est Investment Advisors, LLC (CRD# 151244) is a financial advisory firm headquartered in Pembroke Pines, FL. They serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management0MILLION
Total Number of Accounts0ACCOUNTS
Average Account Value$0
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
Ranga Chary (CRD# 1280216) is an Investment Advisor Representative, working at Fin-Est Investment Advisors, LLC in Pembroke Pines, FL and also owns the firm. He has 39 years of experience in the financial services industry. Ranga Chary has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination,pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which putclients' interests first and comply with the Financial Planning Practice Standards.
Fin-EST IA, primarily uses a state of the art, multi billion dollar investment platform, with access to over 200, time tested, world class money managers, specializing in global and domest asset classes, including tactical managers. The firm specializes in asset allocation with multiple asset classes to minime risk and maximize returns.
Customized, complimentary proposals comparing client's current portfolio with proposed asset allocations with detailed analysis, charts including scattered graph and explanations are available.
Ranga is a member in good standing with National Ethics Bureau (www.ethicscheck.com).
Ranga also owns Fin-Est Wealth & Tax Planning, LLC, a Comprehensive Planning Firm, specializing in basic, intermediate and advanced estate, financial, asset protection, tax, charitable gifts and legacy planning. Planning may involve setting up revocable and irrevocable trusts and multiple entities and the expertise of other experts such as attorneys, CPAs, valuation experts. Ranga works with such a team, when necessary. Fin-Est Wealth & Tax Planning is a cost efficient, one stop shopping facility.
Ranga started his financial services career in 1977 in NY, working for one of the largest financial istitutions in the world. He worked as a manager and trained several advisors and helped them succeed.
After earning his CFP designation in 1989, he set up his own practice focussing on comprehensive planning. He has done educational workshops for other professionals and the public. Ranga has appeared as an expert on radio talk shows in NY and DC. He had his own radio talk show in Florida.
Ranga has been serving multiple generations of physicians, other professionals, businesses and families. He can be found on the LinkedIn.