CSLP Program - Student Loan Advisor Training
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Advisor Detail

Rupa Pereira

Designation: CFP®,CSLP®,EA,MBA,RIA
Languages: English
FWJ Planning is an Advice-Only firm mainly serving Women-Led Households in leading lives filled with joy. We serve families across the US and offer comprehensive and project based services.
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Contact Information

PO Box 122
Email:
rupa@fwjplanning.com
Business Phone:
(910) 275-5936
City: New Hill
State: NC
Zipcode: 27562

Social Information

Business Name:
FWJ Planning

Business Information

 

FWJ Planning is an Advice-Only firm mainly serving Women-Led Households in leading lives filled with joy. We serve families across the US and offer comprehensive planning as well as project based engagements primarily suited for Education Planning and Student Loan Planning needs.
Student Loan Planning is an integral part of a family’s cashflow and tax planning.
Combined with my expertise as a Certified Financial Planner and Tax Professional, I provide clarity and guidance on building wealth, managing tax impact without affecting quality of life.

Disclaimer:
Focus Areas:
Personal Tax, Retirement, Student Loans, Financial Management
License 1:
CFP
License 2:
EA
License 1:
FINRA: 322852
License 2:
00149657-EA
Client Types:
NexGen, Parent Borrowers, Tax Planning
CSLP Issue:
September 16, 2023
CSLP Exp:
September 16, 2026
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McWay Falls is an 80-foot-tall waterfall on the coast of Big Sur in central California that flows year-round from McWay Creek in Julia Pfeiffer Burns State Park, about 37 miles south of Carmel, into the Pacific Ocean. During high tide, it is a tidefall, a waterfall that empties directly into the ocean

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