Meet Avanti Shetye, a fee-only financial planner

fee-only financial planner smiling and wearing a grey suit with a blue top
Avanti Shetye, MBA, CFA

Avanti is a flat-fee financial planner living in the DMV (Washington D.C., Maryland, & Viriginia) area. She serves young families all across the United States.

Before that, she spent ten years in the financial industry managing institutional portfolios valued at over $800 million. She conducted financial and economic research across both US and international markets.

About 2 years ago, she started her YouTube channel to educate people on the basics of personal finance and investing. Many of you came to her with questions. To provide personalized financial advice tailored to your unique circumstances, she became a registered investment advisor in Maryland after passing the CERTIFIED FINANCIAL PLANNERTM exam in 2023.

While YouTube allows her to help more people, her registered investment advisory enables her to help people more.

She has an MBA in finance from Boston University, and a master’s degree in Electrical Engineering from the University of Maryland. Avanti also has a CFA (Chartered Financial Analyst) charter and completed the advanced valuation executive certificate program at NYU Stern School of Business. She lives in Maryland with her husband and daughter. Avanti can work with you as long as you live in the United States and have internet connectivity.

Learn more about Avanti’s financial planning process and services.