Vishaw Sondhi is the founder and President of Vishaw Sondhi, CPA P.C., a firm that provides comprehensive wealth management, tax planning, and accounting services for business owners and individuals. He is a Certified Public Accountant (CPA) a Retired Income Certified Professional (RICP®), and a Personal Financial Specialist (PFS) with over 35 years of experience in the financial industry.

His mission is to help clients plan for their financial future by implementing the right wealth management approach, which combines financial strategies to fit their goals and personality. Vishaw takes the time to get to know you and build a comprehensive financial plan that is uniquely yours because he knows that no two families are alike.

The following are some of the services that he provides:

• Individual & Corporate Tax Planning
• Wealth Management
• Legacy Planning
• Retirement Income Planning (401k, IRA, Pension Plans)
• College Planning (529 plans)
• Investments
• Long-Term Care Planning
• Disability Income Planning
• Small Business Services

Contact Information:

Phone: 732-542-1777

Fax: 732-542-3444

Email: vishaw@vsondhicpa.com

Vishaw Sondhi is a Registered Representative of The Leaders Group Inc. Member FINRA/SIPC. Tax advice and accounting services are offered independently of The Leaders Group Inc. Vishaw is licensed to sell securities in New Jersey and New York. He is also insurance-licensed in New Jersey and New York and many other states.

See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Lane G. Martinsen is a Certified Financial Fiduciary®, an Investment Advisor Representative, and a Retirement Income Certified Professional (RICP®).

Lane is the Principal of Martinsen Wealth Management, LLC located in Tempe, Arizona. Lane is an Ed Slott Elite IRA Advisor and a member of the National Ethics Association (NEA). Lane has a diverse background within the financial services industry that first started in 1988. In addition to serving his own clients, Lane has trained and mentored hundreds of other financial advisors from all parts of the country.

Lane id the author of 5W Retirement Blueprint: Maximize your Retirement Income through Holistic Planning and of the Amazon bestselling book The Holistic Retirement Planning Revolution. He’s also the host of the popular educational YouTube channel The Financial Fast Lane.

Lane and his wife Tara met in college and recently celebrated their 31st anniversary. They have 5 children and 6 grandchildren. In 2010 (before any grandchildren were born) they fulfilled a dream to live with their kids in a foreign country. Lane and his family lived near the beach at Playa Conchal in beautiful Costa Rica for one year 2010-2011. During this time they formed many treasured memories and were able to provide humanitarian services to the local Tico people that they grew to love deeply.

See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Blake Harris is the founding principal at Blake Harris Law, where he assists clients throughout the world with Offshore Asset Protection. Having traveled to over 40 countries, Blake has built an extensive global network by meeting with trust companies, protectors, and bankers worldwide.

An accomplished author and international speaker, Blake has educated countless professionals through his continuing legal education lectures on asset protection and offshore planning. He has been quoted in numerous national publications, including Bloomberg, Forbes, The Epoch Times, ABC, NBC, CBS, Fox News, and MarketWatch. Beyond these accolades, Blake boasts a significant social media presence with hundreds of thousands of followers, further solidifying his influence in the field.

With a seasoned background in wealth management, Blake Harris previously worked with one of America’s premier wealth management firms, advising high and ultra-high-net-worth clients on strategies to safeguard their assets. His passion for helping families cultivate and preserve their legacy inspired him to establish Blake Harris Law, a firm deeply committed to providing tailored solutions and peace of mind for its clients.

Blake’s commitment to the field doesn’t stop at his firm. He has consistently been recognized as a “Rising Star” by Super Lawyers Magazine for the past 5 years and is an AV®️ Preeminent™️ Attorney.

A proud alumnus of the University of Florida, Blake obtained a degree in finance in 2007 and went on to earn his Juris Doctorate from the University of Florida Levin College of Law in 2010, a top-tier law school.

Blake is an active member of the American Bar Association, International Bar Association, the Florida Bar since 2010 (Florida Bar number: 86486), and the Colorado Bar since 2013 (Colorado Bar number: 45942). Blake resides in Miami Beach, in his limited free time, he enjoys traveling internationally, swimming in the ocean, and Muay Thai training.

https://blakeharrislaw.com/

See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.