Raman Singh, CFP®

Name: Raman Singh, CFP®
Address: 3829 N 4th St, Phoenix, Arizona, United States
Telephone: ‪(480) 420-4824‬
Rating: 5

Your Personalized CFO

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Singh PWM Raman Singh, CFP®

Phoenix, AZ

Serving Clients Nationwide

Your Personalized CFO

‪(480) 420-4824‬

Website

Areas of Focus

Alternative Investments
Choosing a Financial Advisor
Having a Baby
Inherited Wealth
Prioritizing Money
Retiring Early (F.I.R.E)
Taxes

About Me

Hi, I’m Raman 👋

I am Your Personalized CFO and a CERTIFIED FINANCIAL PLANNER™.

I specialize in helping HENRYs (High Earners, Not Rich Yet) and pre-retirees who are too busy or overwhelmed by the complexities of managing their finances. As your Flat Fee-only fiduciary financial advisor, I provide financial clarity and personalized guidance you need to turn your dreams into actionable steps. I don’t just build a plan for you; as your fiduciary guide I make you stay on track to achieve your goals by providing you transparency. I am based out of Greater Phoenix Arizona but my clients live all over the United States.

If you’re feeling overwhelmed by your finances, let’s chat. Book your free consultation, and I'll give you actionable insights you can use right away, whether we work together or not. Worst case, you leave with more financial clarity OR best case, we start a partnership that evolves your financial future.

Professional Designations

CERTIFIED FINANCIAL PLANNER™ Professional

Affiliations

CFP Board
Fee Only Network
Flat Fee Advisors
Garrett Planning Network
National Association of Personal Financial Advisors
XY Planning Network

Primary Location

3829 N 4th ST Phoenix, AZ 85012

Meeting Options

Video Conference

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Compensation Methods

Fee Only
Flat Fee
One-time Financial Plan
Subscription

What to expect in the first meeting

One thing I can promise you is that during this free initial call, you will learn and know more about how the financial planning industry works than ever. Our initial free session is simply designed to see whether we are good fit for each other, but most importantly, I will educate you on how the industry works so you can differentiate how to find an ideal financial planner for yourself.

Offers Investment Management

Yes

Offers Tax Preparation

Yes

About our Firm

Welcome to Singh PWM , where I specialize in assisting my HENRY and pre-retiree clients as their trusted flat fee fiduciary Certified Financial Planner Professional. In this world, Financial Advice and Financial Planning aren't exclusive to just the wealthy elite; it's a fiduciary based unbiased service that helps families with important life decisions that can impact their long-term financial health.

Curious to learn more about how I can elevate your financial journey and how you can benefit from working with a fee only fiduciary advisor? Connect with me via phone, email, or a quick text message. Your brighter financial future is just a message away!

✔️ Flat Fee / Fee Only
✔️ Fiduciary

Education

Rice University, CFP® Graduate Certificate Program, Financial Planning and Services | University of Houston-Downtown, Bachelor of Business Administration (BBA), Banking, Corporate, Finance, and Securities Law

Badges

Hobbies and Interests

Animals
Camping
Cooking
Family
Football
Hiking
Pickleball
Reading
Traveling
Volunteering

SEC Lookup

View Disclosure

Who We Serve

Attorneys
Business Owners
Dual Income Family
Foreign-Born Individuals
Gen Y / Millennials
Intergenerational Families
Living in Retirement
Parents
Physicians
Remote Workers
Therapists
Young Families

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