Anjali Jariwala, CPA, CFP® founded FIT Advisors in 2015 to empower Physicians and Business owners to discover and reach their life goals while building a stable financial future. She takes a hands-on approach to truly understand your needs. Her goal is to simplify your often complicated finances, helping you keep your personal time just that – personal!
Income:
$250,000+ annually
Interests:
Medicine, Finances, Business, Passive Income, Aligning Money With Values
Who We Serve:
Physicians and Small Business Owners
Certified Financial Planner™ and CPA Anjali brings you in-depth conversations with field experts that reflect FIT Advisors’ commitment to inclusiveness and fresh voices in the world of finance.
Together, Anjali and her guests cover all the areas your money touches – taxes, real estate, long-term savings, entrepreneurship, and much more. Get to know Anjali and the hands-on approach she takes to improving your financial health.
New Episodes
Episodes are released biweekly on Tuesdays.
Website visits
Data recorded over the past 3 years
Social media Reach
Social media is ever growing and content is pushed regularly.
Money Checkup is well-known, well-regarded among peers, and is branded strategically to invoke interest and engagement.
Guests are experts in their topic and provide a deep dive into invaluable information that listeners won’t find anywhere else.
I am passionate about financial literacy and helping to improve my clients’ emotional and financial well being.
Where to reach us: fitadvisors.com/contact
Publishes: Every other Tuesday at 3:30AM PST
Guests include: Female business owners, physicians who invest in real estate, financial planners, and financial planning industry experts
Ideal clients include:
– Female business owner looking to take her business to the next level while also helping her understand her goals and overall impact.
– Female physicians who are looking to achieve financial independence and create different revenue streams in order to have more time.
Money Checkup is created by a female business owner, wife of a physician and mom.
Anjali Jariwala, CPA and CFP®, is the founder of FIT Advisors – a financial planning firm serving physicians and business owners virtually across the US. She was named one of Investment News Top 40 under 40 for 2019 and named one of Financial Advisor magazine’s Young Advisors To Watch for 2020. Prior to launching her own firm, Anjali spent over 6 years years working with Fortune 500 clients at a top 4 accounting firm, PricewaterhouseCoopers, and 2 years with a large, prestigious financial planning firm serving high net worth individuals. During her career, she would often share financial advice with family and friends, but began to realize that not only did most of them lack access to the best personal finance information, but also their busy family lives meant they just didn’t have the time to pull it all together on their own. So, she decided she could make a bigger impact by starting her own firm. Anjali utilizes her expertise in tax and finance to empower her clients to discover and reach their life goals while building a stable financial future.
Anjali hosts Money Checkup podcast – a semi-monthly checkup that discusses the many facets of financial well-being. Along with Investment News Top 40 under 40 and Financial Advisor magazine’s Young Advisors To Watch, Anjali has been named one of Investopedia’s 100 Top Financial Advisors and has been featured in Bloomberg, US News and World Report, USA Today, Business Insider, Investment News, and more.
Learn more about how we can collaborate together for your organization.