-Guiding members with their investments holistically throughout their lives.
Branch Locations: Lakeline and Whitestone
In 2005, Srinath transitioned into the financial sector from the technology industry. With his tech background, he can take a complex process, analyze its parts, simplify it, bring clarity, and execute a plan correctly and efficiently.
Before he brings a member on as a client, he spends a lot of time listening and asking questions to find out about the member’s life and learn about their goals, concerns, and aspirations. He then presents a workable plan that suits the client. Knowing his clients’ financial decisions will impact them for years, Srinath prides himself on valuing his clients and ensuring he is doing his best for them.
Srinath has called the Austin area home since 1991.
He has two grown children: his daughter and her fiancé live in Houston and his son lives in Dallas. In his spare time, he loves being outdoors, connecting with and learning from people who are not like him, and spending time improving himself as a person.
Get to Know Srinath
What was your favorite TV show growing up?
If you could meet anyone, living or dead, who would it be?
“Ian Fleming (He had an interesting life and I am a 007 fan).”
What is the number one item on your bucket list?