Mrs. Anjali Jayakumar, CFP®
FIT Advisors is an Investment Adviser registered with the States of California and Illinois. All views, expressions, and opinions included in this communication are subject to change. This communication is not intended as an offer or solicitation to buy, hold or sell any financial instrument or investment advisory services. Any information provided has been obtained from sources considered reliable, but we do not guarantee the accuracy or the completeness of any description of securities, markets or developments mentioned. We may, from time to time, have a position in the securities mentioned and may execute transactions that may not be consistent with this communication’s conclusions. Please contact us if there is any change in your financial situation, needs, goals or objectives, or if you wish to initiate any restrictions on the management of the account or modify existing restrictions. Additionally, we recommend you compare any account reports from FIT Advisors with the account statements from your Custodian. Please notify us if you do not receive statements from your Custodian on at least a quarterly basis. Our current disclosure brochure, Form ADV Part 2, is available for your review upon request, and on our website, www.FITAdvisors.com. This disclosure brochure, or a summary of material changes made, is also provided to our clients on an annual basis.
Year CFP® Certification Received: 2015
CFP Board Disciplinary History:
Bankruptcy Disclosure in Last 10 Years:
Compensation Method: Fee Only
Minimum Investable Assets: None Provided
Specialties: Comprehensive Financial Planning, Divorce Issues, Investment Management, Planning for Couples, Tax Planning, Women's Finances, Young Professionals
Typical Client Profile
Average Net Worth: $250,001 - $500,000
Average Income: $500,001 - $1,000,000
Average Age: 45-54, 35-44, Generation X, 25-34
Profession: Medical/Dental Professionals
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