Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rohit? Claim Your ProfileRohit Mansukhani is a financial advisor at Aspiriant, LLC. Rohit has been with Aspiriant, LLC since July 2016. Rohit holds a Chartered Financial Analyst designation. Rohit's previous experience includes roles at Lending Club and SCOTTRADE, INC.. Rohit is registered with the state of CA and has passed the Uniform Securities Agent State Law Examination. Rohit specializes in providing financial planning services to individuals and families.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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CA
10/21/2024 - Present
Aspiriant, LLC (Mountain View CA)
Active
Inactive
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