Wealthtender Wealthtender

Financial Professionals
Sign In / Sign up

Individuals
Subscribe for Money Tips

Wealthtender

Raman Singh, CFP®

Your Personalized CFO

Connect Cancel

Wealthtender Community Connect helps people discover the best financial advisors for their individual needs through their favorite blogs and podcasts.

Click Here to Learn More
Contact Me
Singh Private Wealth Management Raman Singh, CFP®
Phoenix, AZ

Serving Clients Nationwide

Your Personalized CFO

‪(480) 420-4824‬

Website

Areas of Focus

  • Employee Benefits
  • Investment Management
  • Owning a Business
  • Retirement Planning
  • Taxes

About Me

No one teaches us the long-term impact we have on our finances based on the decisions we make on a daily basis. Traditional Financial Advisors are primarily focused on managing investments and charging a fee, but haven't really truly helped clients with education to build & grow wealth and financial literacy. Most people think Financial Planner is, "just a person who invests my money". But there's more to it and it all comes down to financial literacy & accountability.

Over the past 12 years, I've dedicated myself to mastering the intricacies of family wealth building, growth, and maintenance. My expertise lies in safeguarding families from avoidable risks, preserving legacies, and planning for every significant or minor life event with confidence.

As a client of mine once said to me, "You are like a gym trainer but for my finances AND you can also diagnose all my financial vitals, prescribe recommendations and hold me accountable to my goals"

Financial planning solutions are no different than hardware tools you buy. Unfortunately, most of the investors end up buying the tools that their friends own or what the current popular tool is. It is my job and my responsibility to educate people so they can make informative decisions.

I am a Flat Monthly Subscription based Certified Financial Planner™ specialized on working with Professionals, Couples, and Small Business Owners. If you are looking to invest in a Financial Planner who will educate you, hold you accountable, and most importantly guide you along with every crucial step in your life...

I am Raman J. Singh, CFP® Your Personalized CFO at Singh Private Wealth Management. An unbiased sounding board, a coach, and a teacher for the people. And I'm here to help!

"Give a person to fish, you feed them for a day. Teach a person to fish, you feed them for life."

Professional Designations

  • CERTIFIED FINANCIAL PLANNER™ Professional

Primary Location

3829 N 4th ST Phoenix, AZ 85012

Meeting Options

  • Video Conference
  • Phone
  • Group Classes
Book Intro Call

Compensation Methods

  • Fee Only
  • Hourly Rate
  • One-time Financial Plan
  • Subscription

What to expect in the first meeting

Click the 'Book Intro Call' button above to schedule a free introductory call. We'll get to know each other and I'll listen to understand your unique circumstances so we can determine the best way to proceed. I look forward to speaking with you.

Offers Investment Management

Yes

About our Firm

Welcome to Singh Private Wealth Management, where I specialize in assisting my "HENRY" clients as their trusted fiduciary fee only Certified Financial Planner – Wondering what that means? Well, our “HENRY” clients are High Earning people and families who are Not Rich Yet. In this world, Financial Advice and Financial Planning aren't exclusive to just the wealthy elite; it's a fiduciary-based service that helps families with crucial life decisions impacting long-term financial health.

Curious to learn more about how I can elevate your financial journey and how you can benefit from working with a fee only fiduciary advisor? Connect with me via phone, email, or a quick text message. Your brighter financial future is just a message away!

✔️ Flat Fee / Fee Only

As a fee-only firm, our success is intricately tied to providing an unbiased fiduciary advice, planning, and investment management, as our earnings come directly from our clients. This approach offers our clients peace of mind, knowing that we are wholeheartedly dedicated to working for their financial well-being and future.

✔️ Fiduciary

It's crucial to have confidence in the professionals guiding your financial journey. As an RIA firm, we adhere to the highest fiduciary standard, ensuring your trust is well-placed.

Education

Rice University, CFP® Graduate Certificate Program, Financial Planning and Services | University of Houston-Downtown, Bachelor of Business Administration (BBA), Banking, Corporate, Finance, and Securities Law

Badges

Hobbies and Interests

  • Animals
  • Camping
  • Family
  • Football
  • Pickleball
  • Reading
  • Volunteering

SEC Lookup

View Disclosure

Who We Serve

  • Baby Boomers
  • Business Owners
  • Corporate Executives
  • Dual Income Family
  • Gen X
  • Gen Y / Millennials
  • Intergenerational Families
  • Living in Retirement

To make Wealthtender free for readers, we earn a nominal monthly fee from financial advisors and firms in exchange for marketing services (including being featured on this profile page), subject to terms of use. This compensation creates a natural conflict of interest when we favor their promotion over others. Wealthtender is not a client of these advisors or firms. Testimonials may not be representative of other clients’ experiences and do not guarantee future performance or success.

Get to Know Certified Financial Planners & Find a CFP
Looking for a Subscription-Based Financial Advisor?
Do You Make Good Money, but You’re Not Rich Yet? You Might be a HENRY.
Financial Planning for Technology Professionals
Looking for a Financial Advisor for Millennials?
Looking for a Financial Advisor in Phoenix, Arizona?
Looking for a Financial Advisor in Los Angeles, California?
Looking for a Financial Advisor in Houston, Texas?