Ravi Goundar

Ravi Goundar is a seasoned investment and wealth management professional with more than 20 years of experience helping individuals and businesses make thoughtful, long‑term financial decisions.

Throughout his career, Ravi has built a reputation for developing trusted relationships and delivering highly personalized advice. His experience includes wealth planning, portfolio construction, retirement and estate planning, and customized investment strategies. Clients appreciate Ravi’s ability to combine analytical rigor with a practical understanding of their lives, priorities, and aspirations.

A longtime Bay Area resident, Ravi holds a bachelor’s degree in finance from California State University, Sacramento, as well as FINRA Series 6 and Series 63 licenses, held through LPL Financial, reflecting his commitment to providing knowledgeable, securities‑focused guidance.

Outside of work, Ravi finds balance in spending time with his partner, Summer, and their dog, Norman. Whether exploring the outdoors, reading, cooking, or traveling, he values experiences that bring joy, perspective, and connection—qualities he strives to bring to his work with clients every day.