By Nirav Desai
You don’t have to look far to find someone willing to give you financial advice. But what is hard to find is a financial advisor who advocates for your hopes and dreams and puts your interests first, always.
That’s what Qubera Wealth is all about. Born out of seeing the devastating consequences of poor financial advice and planning, our firm strives to dig deep into your financial questions, concerns, and worries, and we’ll work hard on your behalf to build a future you can be excited about!
Who We Are
Qubera Wealth is an independent, fee-only fiduciary wealth management firm made up of a team of fiduciary financial advisors. Our focus is on helping you secure your financial future by applying our trademark smart approaches and deep research to our time-tested and sound investment strategies.
In Hindu mythology, Kubera is the god and protector of wealth. We based our firm’s name on this god because we pledge to protect and secure your financial future.
How We Can Help
Since your financial plan is all about you and your life, we start with your goals and build a road map to get you there. Your needs, dreams, and unique life situation is the foundation of your plan. We are a research-based firm, which means we dive deep into your life to gather as much information as possible and pair it with the research we’ve gleaned from the financial world, giving you a personalized plan to help you navigate your financial journey.
Our services and advice are not based on opinions or trends, but on historically validated academic information that brings peace of mind. Whether you come to us for retirement planning, tax minimization strategies, real estate investing, or cash flow advice, we relentlessly pursue your best future so you can confidently pursue your dreams.
Who We Serve
While our clients all come from different backgrounds and are at different points in their careers, the majority of individuals we serve are physicians, small business owners, and working professionals. Despite their differences, our clients have something in common: they live busy lives and want someone they can trust who can help them get their financial house in order so they can focus on what they are passionate about.
What Makes Qubera Unique?
We want to do things differently, giving our clients a financial planning experience unlike what they’ve had in the past. Our clients choose to work with us because they are tired of feeling overwhelmed and confused by financial management and appreciate our direct and open communication and constant education to help them better understand their financial situation.
Our clients also choose Qubera because of our commitment to transparency and accountability. They want to know where they stand and why recommendations are being made and we provide that for them. When they work with us, they feel like part of our family. We build strong, long-lasting relationships and treat their money like our own. We invest our personal assets based on the same set of investment principles and in the same or similar securities that we recommend to our clients. Qubera clients know that when they meet with us, they won’t get high-pressure pitches, confusing products, or hidden fees.
We are dedicated to helping our clients realize their life’s passions. Our goal is to help our clients achieve balance in their lives and attain true financial freedom.
Welcome To A Financial Management Firm That Puts You First
If you are ready to take control of your financial life, we are here to offer you straightforward, personalized financial advice that propels you to your goals. Schedule a free consultation online today or reach out to us at 323.999.1095 or mail@quberawealth.com to start working toward a financially secure future.
About Nirav
Nirav Desai is founder and financial advisor at Qubera Wealth Management, a fee-only Registered Investment Advisor, providing comprehensive financial solutions for their clients. Nirav is passionate about acting as a fiduciary for his clients so they never have to wonder if their future is in good hands. He holds a master’s degree in computer science from USC and an MBA in finance and real estate from the UCLA Anderson School of Management. Nirav is dedicated to helping his clients realize their life’s passions, achieve balance in their lives, and attain true financial freedom. Other than his career, Nirav loves science fiction, action movies, and traveling with his family. Learn more about Nirav by connecting with him on LinkedIn.