About Vivek
Vivek — your collaborator in building wealth
I have worked as an investment advisor and financial planner for over ten years with Gwynedd Wealth Partners, LLC, helping individuals and families meet their financial objectives.
I use a behavioral approach to planning, and both investment and insurance strategies, to work toward tax efficiency, cost efficiency, income, liquidity and legacy.
I am a CFA charterholder and a CERTIFIED FINANCIAL PLANNER® professional. I also hold the CIPM® designation, the Series 65, and Pennsylvania life and health insurance licenses, with no disclosures on Form ADV.
You can check that last part yourself in about a minute: search CRD 6269307 at adviserinfo.sec.gov.
Vivek — the scientist
I earned my PhD in Molecular Biophysics and spent more than a decade in drug discovery research before moving into finance. My peer-reviewed publications are on Google Scholar.
The transition
- Analyze: The parts of science I loved most — rigorous analysis, pattern recognition, solving hard problems with other people — turned out to be the same strengths that investment analysis and financial planning ask for.
- Strategize: I had always been interested in markets, and in decision-making under uncertainty. I found myself applying the same mindset to how people build wealth, manage risk and make the choices that shape their futures.
- Impact: What pulled me in was the chance to do it directly: to sit across from someone, understand their goals with the depth I once brought to research questions, and help them decide on the evidence.
- Empower: Financial planning is where my analytical training, my curiosity and my values line up — a place to apply a scientist’s discipline to people’s lives in real time.
Vivek — the financial advisor
I have been in this profession since 2013. I earned the CFA charter in 2017 and became a CERTIFIED FINANCIAL PLANNER® professional in 2020.
