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About Us

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America is a nation of International & Multicultural families. Our American journey and our success would simply not be possible without the generations of International & Multicultural families who have come to our shores from every corner of the globe. These families are not only an integral part of American culture and society, but also important contributors to the US economy.


MYRA Wealth is home to the vibrant and thriving International & Multicultural community in the United States. “Aliens,” as we (and the IRS code) lovingly calls them, are the heartbeat of America, and MYRA Wealth seeks to make a meaningful impact in their lives. And we don't just mean financial impact. We look at other factors as well, like the improved standard of living you can realize through better Financial Planning & Investment Management. Or a sense of security and belonging via robust Estate Planning and Immigration Advisory. Or the peace of mind and feeling of calm, knowing that MYRA Wealth's got your back during the dreaded Tax Preparation & Filing season.

Our employees at MYRA Wealth are International & Multicultural individuals too! Do you have a question for them about your personal finances? Don’t be embarrassed to ask - at MYRA Wealth you have access to our financial experts - whenever, wherever! Heck, we will also build you a ‘personal financial management website’, where you can view your entire financial picture – all in one place!

MYRA Wealth is independent - we are a fiduciary - looking out for your best interest, ALWAYS! That means we don't sell products or work on a commission basis. We succeed when you succeed. We are comprehensive too - not just investments focused, and our mission is to maximize your return on investment life!

International & Multicultural families make America stronger. International & Multicultural families makes us more prosperous. And diversity positions America to lead in the 21st century. No other nation in the world welcomes so many new arrivals. No other nation constantly renews itself, refreshes itself with the hopes, and the drive, and the optimism, and the dynamism of each new generation of International & Multicultural families. International & Multicultural families are one of the reasons that America is exceptional. Diversity & Inclusion is one of the reasons why, even after two centuries, America is always young, always looking to the future, always confident that our greatest days are still to come.

For several generations you have helped build our nation and its economy - now let us help you!


I'm a U.S. citizen. Can I become a client?

Absolutely! We welcome both non-U.S. citizens and U.S. citizens. In the famous words of Former President John F. Kennedy, “... every American who ever lived, with the exception of one group, was either an immigrant himself or a descendant of immigrants.” ― A Nation Of Immigrants

I'm a non-U.S. resident. Can I become a client?

Unfortunately, not. We currently require all MYRA Wealth clients to have a U.S. social security number or U.S. Tax ID Number and reside at a permanent U.S. mailing address due to financial regulations.

How do I get started with MYRA Wealth?

Great! As a first step, please schedule a FREE Consultation. If you're unable to find a suitable slot, or require more urgent advice, please send us an email at Support@MyraWealth.com or call (805) 380-MYRA. We are excited to take this journey with you.


Our Technology




Your Personal Financial Website

Your personal financial management (PFM) site offers a real-time, 24/7 view into your complete financial picture. It helps you see your financial life beyond the numbers. When you’re on top of your money, life is good. We help you effortlessly manage your finances in one place.

Personal Financial Website Overview
 
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Home Screen:

Consolidate all your important financial information in one place. Quickly view your net worth, investments, goals, and account balances all on one page.

Organizer: 

Connect your financial institutions to get an updated view into your accounts and investments in real-time. Personalize your site by adding photos.

Goals: 

Easily add goals, track your progress toward funding those goals, and visualize how your goals impact your long-term financial outlook.


Spending:

See where your money is going each month, establish a budget to manage your expenses, and make adjustments based on actual spending, saving and investment data.

Investments:

Monitor your investment performance and asset allocation. Connect all your investment accounts so you can get an accurate picture of your finances.

Vault:

Upload your important documents for safe keeping and easy access when you need them. Protected by the highest level of encryption in the industry. 



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Your Personal Financial Mobile App

With mobile access, your complete financial picture is in the palm of your hand, whenever you want, from wherever you are. After you register for your Personal Financial Management website, you will be sent a confirmation email with your username and a link to access the site via your mobile device. Open this email on your mobile device and click on the link. Then click the "Add to Home Screen" button, or create a mobile bookmark for quick access.

   

Our People




Founder  

Sahil is a 1st Generation Immigrant, and seeks to make a meaningful impact in the lives of International & Multicultural families in the United States. Prior to MYRA Wealth, Sahil served as a Management Consultant to the Financial Services industry, advising C-Suite executives at Fortune 500 firms. Sahil holds an MBA from The Wharton School, a Masters in Electrical (& Aerospace) Engineering from USC, and a Bachelors in Electrical Engineering (& Computer Science) from the University of Mumbai. He is also a CFA Charter holder, and a CFP Certificate holder. Fun fact: Sahil & his wife have been cast on HGTV's House Hunters show!

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Michael Kitces

Advisory Committee
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Alan Moore

Advisory Committee
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Sharon Lacy

Financial Planning
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Brandon Moss

Investments
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Mario Nardone

Investments
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Lara Siegel

People & Culture
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Eric Webber

Public Relations
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Rachel Cohen

Marketing
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Ravi Abuvala

Business Development
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Carrie Frye

Platform
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Anne Fellini

Operations
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Ekta Mody

Design
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Sarang Marolia

Special Projects
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Hayley Stewart

Finance
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Rhonda Moore

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Connor Cavigli

Client Support
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Joanne Simons

Client Support