Anamika Madan has worked in the Financial Industry for over 14 years and prides herself on putting the client's best interest first. Being a Certified Financial Planner, Anamika Madan must live up to fiduciary standards. She does this by listening, probing, and having a deep understanding of her client’s financial goals, needs, and desires. Often investors are not aware of certain aspects of financial planning that relate to their personal situation.

 

Anamika Madan says it is her duty to have deep discussions and bring certain topics to the forefront in order to guide and provide the appropriate advice. She gains her client’s trust through her exceptional relationship building skills, unbiased advice, and educational background in financial planning.