Avanti Shetye, MBA, CFA, CFP®

I’m a fee-only, fiduciary financial planner who helps retirees and pre-retirees across the US make thoughtful, confident decisions about their money. I work with people on turning savings into dependable retirement income, understanding Social Security choices, planning for taxes, and navigating healthcare costs before and after retirement. I believe good financial advice should feel clear, not complicated, and my approach is practical, educational, and focused on helping people feel comfortable and informed every step of the way.