Rupa Pereira EA, AIF®, CSLP®, is the owner and lead adviser at FWJ Planning. As a First-generation transplant from across the Atlantic, Rupa Pereira is familiar with the cultural flavors that money comes with, having travelled across continents, building a family and a financial base from the ground-up, switching careers, states and everything in between - called LIFE! Rupa arrived in the US in her 20s with an H1-B visa and started with zero.
After stints with financial firms such as Chase Bank / Goldman Sachs, her post-MBA career pivoted to corporate finance and got meaningful when she ditched the corporate hamster-wheel and trained to be a Tax Counselor serving low-income residents and seniors. It was an ‘Ah-Ha’ moment that led her to pursue financial planning and the switch from Corporate Finance to Personal Finance led to FWJ Planning.
Planning is Rupa's #Ikigai (A Japanese term for finding meaning and purpose in your profession) - serve households in similar life stages as they grapple with complexities of raising a family away from home or in a primarily lead role in the household. Tax Planning, Cross-Border Planning, Retirement Planning, College Planning, Buying a Home, College Planning, Investment Strategies, Cash-flow Planning, Legacy Planning and Estate Planning are a few of the areas Rupa assists her clients with.
In addition to being a CFP®, Rupa is licensed as an Enrolled Agent, one of the only designations conferred by the IRS uniquely qualifying me as a Tax Professional. Rupa is also a Certified Student Loan Planner (CSLP) and has advised 100+ borrowers on managing their student loans.
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