Anil (Neil) Chacko, CFP®, CKA®
Specialties
Retirees
Pre-Retirees (retiring within 3 years)
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About Anil (Neil)
Firm
Bio
I have been a financial advisor for over 20 years and have worked with 2 Fortune 500 wealth management firms. However, in 2020, I felt called to start an independent, fiduciary company to help Christians with biblically based financial planning and values-based investing. Since my previous experience was in working with retirees and those getting ready to retire, I continued to use those skills in income and tax planning but adding purpose-driven retirement planning to it. I found that my previous experience may have prepared my clients financially, but many of them lacked direction and purpose in retirement, eventually leading to boredom and sometimes even depression. I wanted to help my clients avoid this and work through a unique process to determine not just what they are retiring from, but what they will retire to.
I have been married for over 25 spectacular years to my beautiful bride, Lovely, and we have been blessed with 2 wonderful children, Isabella, and Ryan, who are now young adults. When I am not serving my clients or my family, I enjoy spending time with friends, cycling, and volunteering at my church and local food pantries. My faith and my family are the two driving forces in my life.