RINA accountancy corporation is pleased to announce the formation of our new entity: RINA Wealth Management Services LLC. RINA Wealth Management Services LLC is an independent, registered investment advisory firm specializing in comprehensive personal financial planning which includes:
- Asset and investment services
- Budgeting and liquidity planning
- Retirement planning
- Succession and transition planning
- College funding
- Charitable and gift planning
- Estate planning
- Risk management services
Jamshed B. Gandi, CPA (Retired), CFP, MS (Tax) is a Principal and has thirty years’ experience providing tax, financial and estate planning, inter¬national tax, wealth preservation, and valuation services.
Jamshed can be reached at 925-210-2180 or firstname.lastname@example.org.
For more information, visit our new website at www.rinawealth.com.