Surendra Dave

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Financial planning, to me, is about more than numbers; it’s about empowering people to live the life they envision. My goal is to bring clarity and confidence to your financial life so you can focus on what matters most. It’s incredibly rewarding to see someone take control of their future and it’s why I do what I do. Outside of work, I enjoy hiking, spending time with loved ones and supporting charitable causes. EFE may request that clients share their experiences. No compensation is paid for any reviews and EFE does not control the content. Reviews not representative of all clients.