Amit is a seasoned financial professional with over 15 years of experience in tax strategy, corporate and personal finance, valuation, and risk management. His career spans Wall Street, where he worked as a research analyst, and senior finance roles at publicly traded companies, giving him deep insight into managing capital, scaling businesses, and navigating complex financial landscapes.

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Amit has worked with investment banks, asset managers, and small to mid-cap companies listed on the NYSE and Nasdaq. His diverse background across industries and financial institutions gives him a unique perspective on wealth preservation, business growth, and risk management.

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He holds an MBA, multiple industry designations, and licenses required by US securities regulators. His expertise allows him to create tailored financial strategies for individuals, small businesses, and high-net-worth investors.

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Beyond finance, Amit enjoys mixed martial arts, tennis and poker— all of which require sharp strategy and calculated decision-making, much like his approach to financial planning. His extensive experience in corporate finance, risk management, and tax advisory enables him to provide personalized, strategic solutions that help clients achieve their goals with confidence.