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About Us



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America is a nation of immigrants. Our American journey and our success would simply not be possible without the generations of immigrants who have come to our shores from every corner of the globe. Immigrants 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 immigrant community in the United States. “Aliens,” as we lovingly call 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 immigrants (or descendants of immigrants) 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!

Immigrants make America stronger. Immigrants makes us more prosperous. And immigration 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 immigrants. Immigrants are one of the reasons that America is exceptional. Immigrants are 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 (immigrants) and U.S. citizens (descendant of immigrants). 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.


Your Personal CFO





Chairman & Ceo

Sahil Vakil grew up in Mumbai, India. He studied to be an engineer, receiving his Bachelors in Electrical Engineering (& Computer Science) from the University of Mumbai, and a Masters in Electrical (& Aerospace) Engineering from the University of Southern California. He hoped to land a coveted job at NASA; but post 9/11, job openings for immigrants in the aerospace industry were few and far between. Sahil quickly pivoted, and was fortunate to land his first job as a Management Consultant at Ernst & Young, where he served various industries, including the Aerospace industry.

While on the job, Sahil admits that his first few months were difficult, "I didn't know what a Balance Sheet or a P&L were - c'mon, I was an engineer!". To overcome his knowledge gap, Sahil decided to self-study for and obtained the CFA charter. He was fortunate to pass all three CFA exams on his first attempt; a feat accomplished by less than 7% of all CFA charter applicants. After 4 years at EY, servicing Aerospace clients, Sahil was presented an opportunity to transition into a Financial Services consulting role at Deloitte. 

At Deloitte, Sahil worked closely with C-Suite Executives (i.e. CEOs, CFOs, COOs) of large Asset Management firms, including the likes of Goldman Sachs, Credit Suisse, Deutsche Bank, Bridgewater Associates, American Express, AIG, Citi bank, and many more on business strategy, operations improvement and investment management; aspects of the private wealth management industry grew fonder to him. Deloitte's promotion mandate presented Sahil an opportunity to pursue an MBA at The Wharton School.

At Wharton, Sahil undertook various Finance courses, as well as, an independent research project with Prof. Victor Hallman (a well-reputed and world renowned expert in the field of Financial Planning & Wealth Management). With the help of Prof. Hallman, Sahil was able to master various personal finance topics, including education planning, insurance planning, tax planning, investment planning, retirement planning, and estate planning. Geared with an arsenal of knowledge, Sahil decided to pursue the CFP certificate, and under the challenge status, was able to study and take and pass the CFP exam in less than three weeks.

Having been in the United States for a little over 10 years, Sahil quickly realized that there were thousands, if not millions of immigrants, that needed guidance as it related to their personal finances. On nights and weekends, he often found himself poring over financial planning literature, and helping friends & family with their financial questions. He longed to serve a broader immigrant audience, on a more national scale, and that's when MYRA Wealth was born!

Outside of MYRA Wealth, Sahil is an avid cricket fan, and enjoys traveling the world with his wife (Ekta) and daughter (Myra). Fun Fact: Sahil & Ekta were cast on HGTV’s House Hunters: ‘Buying on a Budget in Manhattan’ episode.

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.

   

Get In-Touch




Events

Schedule us for your next lunch & learn, workshop, panel discussion or private event. We’re comfortable working with any size group, from 1:1 sessions, to fireside chats, to large corporate events.

Events@MyraWealth.com

Media

If you are a journalist seeking expert advice for your next assignment, or simply want a quote for a piece you're working on, contact us here. We welcome all paid, earned, shared & owned media.

Media@MyraWealth.com

Careers

Does our story speak to you? If so, get in touch! We are on the lookout for passionate individuals with knowledge, skills and experience as a Financial Planner or those with a CFP certificate.

Careers@MyraWealth.com

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