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About Sarsi, LLC
Sarsi, LLC is a fee-only fiduciary and Personal CFO serving high-net-worth families, professionals, and retirees in West New York, NJ, and NYC. We provide the human judgment and technical oversight needed to simplify complex financial lives. As your Personal CFO, we go beyond investment management to coordinate tax strategy, equity compensation, business planning, and holistic wealth planning into a single blueprint. We offer objective, conflict-free advice as a registered investment advisor. We solve problems, maximize after-tax wealth, and build clear paths to financial independence. No commissions, no product sales—just fiduciary partnership.
About Sarsi, LLC
Sarsi, LLC is a fee-only fiduciary and Personal CFO serving high-net-worth families, professionals, and retirees in West New York, NJ, and NYC. We provide the human judgment and technical oversight needed to simplify complex financial lives. As your Personal CFO, we go beyond investment managemen...
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(3) Reviews for this company
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5 Stars
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Jasneet Kanwar
I’ve been with Deva for nearly a year and have had a great experience. He’s knowledgeable, transparent, and always accessible when I have questions. Easy to work with and very reliable — I feel confident having him as my financial planner.Services: … More
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Jon Hoisl
Deva is highly knowledgeable and helped me navigate my portfolio and complicated tax scenarios. He’s calm, honest and has a positive attitude. Definitely recommend!
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Randall Fan
I’ve had an excellent experience working with Deva as my financial advisor. He helped me thoroughly review all of my estate planning documents and financial accounts, ensured that my portfolio was properly diversified, and carefully went … More
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Reviews
(3) Reviews for this company
1 Stars
(0)
2 Stars
(0)
3 Stars
(0)
4 Stars
(0)
5 Stars
(3)
R
Randall Fan
I’ve had an excellent experience working with Deva as my financial advisor. He helped me thoroughly review all of my estate planning documents and financial accounts, ensured that my portfolio was properly diversified, and carefully went … More
J
Jon Hoisl
Deva is highly knowledgeable and helped me navigate my portfolio and complicated tax scenarios. He’s calm, honest and has a positive attitude. Definitely recommend!
J
Jasneet Kanwar
I’ve been with Deva for nearly a year and have had a great experience. He’s knowledgeable, transparent, and always accessible when I have questions. Easy to work with and very reliable — I feel confident having him as my financial planner.Services: … More
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