Komal Motwani, CFP® is a Senior Investment Analyst. Komal is originally from India and currently resides in the ‘City of Bridges’
Pittsburgh, USA. Numbers, analysis, and research have always fascinated her and that naturally gravitated her towards a career in finance.
She has worked and studied internationally, from India to Singapore and in the USA and has a combined work experience of over 10 years in the
field of Investing and Financial planning. Komal’s educational background ranges from a Bachelor’s and Master's degree in Banking & Finance. She also earned
the prestigious CFP® (Certified Financial Planning). Her strong academic background has given her a robust understanding of holistic financial planning
Komal’s work is geared towards portfolio management and investment analysis. Her day-to-day work life includes responsibilities such
as assisting with the investment management for the firm’s assets and coordinating these efforts with high-net-worth individuals and families.
She helps presents financial, investment, and retirement analysis to these esteemed clients on an ongoing basis. Conducting complex research-based
analysis on subjects of retirement, social security, estate, and tax planning are a part of her daily work. With her extreme diverse skillsets,
she also assists with managing and drafting firm’s compliance program.
Komal’s flair for education is evident from the spread of business
magazines on her desk that she not only reads but also writes for. Giving her valuable time to furthering her own knowledge and that of others,
Komal has authored publications & Newsletters. Her work is seen in magazines and papers across the globe. Some of the notable publications that she has
written for are MarketWatch, Advisor Perspectives, Markets Herald, and Fairmont Post.
Komal believes the best way to grow in life and career is
by giving back to the community. She is an active member of the NAPFA. The NAPFA (National Association of Personal Financial Advisors) is an
exclusive association of financial advisors. Along with that she is a member of FPA (Financial Planning Association), again an
exclusive association for CFP’s. Komal is also involved as a member with the Greater Pittsburgh Compliance Group. In all of the above groups,
Komal participates and has volunteered to mentor upcoming financial planners.
“Time in the market is more important than timing the markets.”
Helping Clients Determine When They Can Retire.
Startling Rise in Inflation Across the Globe.
Stocks Splits and Spin Offs.
A Brief Primer on Non Fungibility.
The New Age Currency That Has Everyone Talking.
U.S. Yield Curve. Studying the historic cycle.
Employee Stock Purchase Plans & Restricted Stock Units.
Evolution of Money - CBDCs.
Social Security Case Studies.
Stable Coins. What Are They?
Estate Planning & Everything You Need to Know.
Responsibilities of An Executor.