Wealthwyzr | Avanti Shetye, CFA, CFP®

Retire with structure: turn a lifetime of savings into a clear, tax-smart retirement plan.

Avanti Shetye, CFA®, CFP® is a fee-only financial planner who helps high-earning professionals, pre-retirees, and retirees build tax-smart retirement plans, without the sales pitch. Her insights have appeared in The Wall Street Journal, Forbes, Fortune, CBS News, U.S. News & World Report, and many other publications.

At Wealthwyzr LLC, she breaks down complex topics like retirement income, Roth conversions, Social Security, taxes, and equity compensation in plain English, so you can make confident, informed decisions about your money.

Subscribe to learn how to:
→ Build a reliable, tax-efficient retirement income plan
→ Navigate Roth conversions, RSUs, and equity compensation
→ Invest with confidence and purpose
→ Retire without fear of running out of money

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