Kaushik Sirkar PhD, MBA brings a broad and diverse background to the Wealth Management space. With a BS in Chemical Engineering from the University of Virginia, MS and PhDs in Chemical Engineering from Texas A&M University and an MBA from Arizona State University Kaushik has developed a strong analytical mindset that helps him to analyze and develop portfolios for his clients.
In the professional space, prior to launching his Wealth Management practice, Kaushik has extensive experience in multiple sectors including Biotechnology, Semiconductors, Real Estate and Mortgage Finance. Its this broad based exposure that helps him to analyze his clients overall financial condition and make recommendations from an overall perspective. He looks at various aspects of a clients financial condition including but not limited to the implementation of an emergency fund, college savings plans, retirement plans/growth, diversification strategies and full insurance coverages/protection.