Sachin creates retirement plans, analyzes portfolios, and drafts trades for Karen and Megan’s clients. He also ensures clients have the money they need to achieve their goals. Sachin realizes the financial landscape can be hard to understand, so he’s committed to making it more accessible.
Beyond helping RIS clients, Sachin is a dedicated angler. He fishes whenever he can, whether it’s shining, raining, or snowing. He’s also passionate about food and enjoys exploring new restaurants. Sachin’s favorite cuisines include Indian, Thai, and Chinese, but on game days, pizza is his go-to choice.
University of Dayton
BA, English, Concentration in Professional and Technical Writing
2019 - 2023
Mutual Fund Analyst and Data Journalist