Anjali J. Jayakumar
FIT ADVISORS LLC
Redondo Beach, CA
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CRD#: 4695334
Professional summary
Anjali Jariwala Jayakumar, CFP®, who also goes by Anjali A Jariwala, Anjali Ashokkumar Jariwala, is a registered financial advisor currently at FIT ADVISORS LLC located in Redondo Beach, California.
Anjali is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. Anjali has worked at 2 firms and has passed the Series 65 exam.
Biography
You have invested years of hard work to get where you are today, and deserve to have your earnings work for you. You appreciate technology and expect your financial advisor to put it to good use. You understand that the right financial advisor for you might be around the corner or across the country and you do not let geography limit your choices in today’s connected world. It is time for you to get the type of financial advice that you both need and deserve. Young professionals who are ready to build wealth are often met with obstacles from the very industry that should be helping them. FIT Advisors is a trustworthy alternative to the status quo. We serve Gen X professionals in the wealth accumulation stage as your financial life coach!
I am Anjali Jariwala, CPA, CFP®. While working at a prestigious financial planning firm serving high net worth clients, I realized that the advice I was giving to my friends and family was not readily available to most young professionals. I decided I could make a more meaningful impact by starting my own firm. I founded FIT Advisors to empower Gen X professionals to discover and reach their life goals while building a stable financial future.
I understand the intricacies of physicians (like my husband) and other young professionals as we are also in the wealth accumulation stage of our lives. There is immense value in having a financial advisor early in your career to maximize your future success. I am highly trained in investment management as well as financial and tax planning. I have Certified Public Accountant (CPA) and CERTIFIED FINANCIAL PLANNING™ (CFP®) designations in addition to 7 years of experience at PricewaterhouseCoopers and 2 years at a prestigious financial planning firm. By utilizing my vast experience serving high net worth individuals and Fortune 500 companies, I can help you navigate the complexities of your financial life to help you get FIT financially!
Question & Answer
What are your service offerings?
Divorce Planning
Investment Planning
Estate Planning
Comprehensive Financial Planni...
Employee and Employer Plan Ben...
Tax Planning
Retirement Planning
Do you have an area of expertise or specialization?
Business Owners
Entrepreneurs
Medical Professionals
Tax Planning
Women's Financial Planning Iss...
What is your minimum asset requirement?
1
Are you a "fiduciary"?
Yes
Aliases
Anjali A Jariwala | Anjali Ashokkumar Jariwala
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
ANJALI JARIWALA JAYAKUMAR WORKS PART TIME (APPROXIMATELY 60%) AS A TAX MANAGER AT BAKER TILLY VIRCHOW KRAUSE, LLP A FULL-SERVICE ACCOUNTING AND ADVISORY FIRM THAT OFFERS INDUSTRY SPECIALIZED SERVICES IN AUDIT, TAX AND MANAGEMENT CONSULTING.
CRS (Client Relationship Summary) - RIA
Click below to view Anjali Jariwala Jayakumar's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2015
Experience
Current
April 30, 2015 - Present
FIT ADVISORS LLC
RIA
CRD#: 175023
Redondo Beach, CA
Past
October 14, 2013 - May 6, 2015
BROWNSON, REHMUS & FOXWORTH, INC.
RIA
CRD#: 110608
CHICAGO, IL
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
California(7/7/2016)
IAR
Illinois(4/30/2015)
IAR
Texas(3/4/2016)
Current Firm
FIT ADVISORS LLC
FIT ADVISORS LLC
CRD#: 175023 / SEC#:
California
Registered Investment Advisory firm - (7/7/2016 Approved)Illinois
Registered Investment Advisory firm - (4/30/2015 Approved)Texas
Registered Investment Advisory firm - (10/13/2017 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
Redondo Beach, CA
Mailing Address
21213-b Hawthorne Blvd #1033, Torrance, CA 90503
Phone number
(847) 773-5445
Established
Firm type
Fiscal year end
# of Employees
2
Regulatory assets under management
| Total Number of Accounts | 425 |
| AUM (Assets Under Management) | $ 67,060,000 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
