Krishna Velaga is the Founder and Chief Investment Officer of Velaga Advisors. Krishna shares his journey from a career in IT to becoming a successful financial advisor. He discusses his interest in finance, obtaining his MBA, pursuing CFA credentials (completed the first two levels), and eventually starting his advisory firm. The discussion also covers how Krishna leverages technology and plans to incorporate AI into his services. Tune in for insights on tax planning, alternative investments, and Krishna’s future vision for wealth management.
In this episode, Chris and Krishna discuss:
- Krishna’s Journey from IT to Finance
- The Role of Technology in Financial Advisory
- Private Investments and Client Differentiation
- Ideal Client Profile and Marketing Strategies
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