Shankar R. Rampersaud

Retirement Strategies, Retirement Income Planning, Insurance Strategies, College Funding Strategies, Financial Education, Group Benefits, Business Owners, Risk Management Strategies, Estate Planning

English

Financial Professional | Empowering Smarter Financial Futures

I devoted my career to a dozen Fortune 500 companies over a couple of decades, solving complex problems in global Financial Services and Technology on Wall Street. I have since pivoted myself to working with families, entrepreneurs and business owners, helping them navigate their journeys with clarity and financial confidence. My background in architecture and automation taught me how to optimize systems and deliver real, measurable results—skills I now apply to building resilient financial strategies.

I provide total financial needs analysis through a network of experienced professionals with detailed knowledge in: retirement planning, estate strategies, employee benefit and retention services, business continuation strategies, and estate services. My combination of experience, professionalism and access to a wide variety of products and services can help you meet your financial goals, estate strategies and insurance needs. I pride myself in getting to know each client so I understand their needs and what matters most to them.

About Me

I have traveled/photographed the 7 continents and 7 Wonders of the World across 100+ countries.

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CRN202810-9716393

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