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S. Ramanathan

Professional Title: Associate Director

RNF No: SR-300107580

Million Dollar Round Table (MDRT) - 2024, 2025, 2026
AIA Awards

Personal Wealth Manager – 2026

I am a Financial Consultant with three years of experience in the financial services industry. I work closely with individuals and families to help them make well-considered financial decisions that support their long-term goals and values.

My core areas of focus are estate and legacy planning, where trust-based conversations and long-term relationships allow me to guide clients through meaningful intergenerational planning, as well as investments, driven by a strong personal interest in markets and global current affairs. I primarily serve working professionals and families who value clarity, intentional planning, and long-term wealth sustainability.