Vikram Iyer

Vikram focuses on the two areas that decide whether a long-term plan succeeds or fails: retirement income and tax efficiency. He holds a law degree in taxation alongside his CFP, giving him a rare grasp of the rules that govern withdrawals, estates, and gains.

Approach

Vikram builds the withdrawal and tax models that underpin our retirement plans. He tracks every budget change and court ruling that touches your money, and translates them into decisions you can act on.

Background

He began his career in indirect-tax litigation before moving into personal financial planning. That inside view of the tax system is what makes his planning both aggressive and airtight.