The Richness Academy — Enriching Paths and Empowering Lives

Credentials & Disclosures

CFP® Taresh Bhatia

Professional background and disclosures relevant to the Financial Planning Discovery Session.

Credentials

CERTIFIED FINANCIAL PLANNER® professional.

Founder — The Richness Academy. More than 37 years of experience working with families on their financial lives.

Disclosures

The Discovery Session is exploratory and educational in nature. It is offered without charge and without obligation.

No commission, brokerage or product remuneration arises from the Discovery Session itself.