Nagendra started his career in the financial services industry in the 1990’s working with several large companies designing and implementing web-based retirement modeling tools. Tired of having little contact with the everyday person, he transitioned away from generic modeling and began working with individuals and small businesses under the direction of a CPA and financial planner. This is where Nagendra first saw the dramatic benefits of marrying together clients’ financial plans with their annual tax filing needs.
For this reason, Nagendra is licensed by the IRS as an Enrolled Agent and has the distinction of being a Certified Financial Planner™. He is also a member of the National Association of Tax Practitioners (NATP) and the Financial Planning Association (FPA). He understands that the tax and financial planning landscape is always changing and membership in these organizations allows him to stay current on new opportunities available to his clients.
Nagendra is married and lives in Setauket, NY with his wife and two young children.