Raman Singh

Hi, I’m Raman Singh — a CERTIFIED FINANCIAL PLANNER™ and your Personalized CFO, helping successful professionals and families over 50 gain clarity and confidence with their finances.

With 14+ years of experience, I work as a flat-fee fiduciary, meaning no commissions, no product sales — just honest, strategic advice built around your goals.

Many of my clients come to me feeling overwhelmed by all the moving parts: retirement planning, taxes, Social Security decisions, investment risk, and legacy planning. I help simplify it. Together, we organize your finances, optimize your cash flow and investments, minimize taxes, and build a plan that supports your lifestyle — now and in the future.

My job isn’t just to create a financial plan. It’s to guide you through life transitions, protect what you’ve built, and help you retire (or stay retired) with peace of mind.

Outside of work, I enjoy spending time with my wife, our two dogs, and preparing for the arrival of our first child. I also run a small business and teach financial professionals, which keeps me sharp and grounded in real-life financial challenges.

If you’re ready for personalized guidance from someone who truly listens and puts your interests first — I’d love to connect.