Because a great team matters for a great outcome.
Suresh Sadagopan is the founder of Ladder7 Financial Advisories, which is a Fee-only Financial planning firm since 2004. Ladder7 is registered with SEBI as a RIA with Fiduciary responsibility. He has done MMS, CFP, CTEP as well as the EVOKE Life planning training program.
The team of Financial planners at Ladder7 Financial Advisories under the guidance of Suresh Sadagopan, create these plans, implement, review & monitor the Financial plans.
Prateek has been with Ladder7 for over three years and is passionate about fee-only advisories & can be often seen discussing about the future of this profession with the Founder of Ladder7. Fidcuciary practice is something he knows and has imbibed during his growing up years from his dad – a practising lawyer, near Nasik.
He has done his B Com & MBA in Finance. He has also additionally done the Certified Financial Planner ( CFP ) certification as well as Chartered Trust & Estate Planner ( CTEP ) Certification, which are both required & useful in the current financial planning profession.
Vaishali is with Ladder7 for close to four years & can easily be identified in a crowd by her ever smiling contenance! She is affable & gets along well with everyone.
She has done her B Com and went on to do the Certified Financial Planner ( CFP ) certification as well, to prepare her for a career as a financial planner. She has in the past worked in other capacities and has finally found her mojo in financial planning – you now know why she is smiling!