Meet Your Personalized CFO
Meet Baloo, Raman, and Meeka
Raman Singh, CFP®
Founder / Your Personalized CFO
Raman Singh, CFP® is the founder of Singh PWM, an RIA specializing in financial planning, tax planning, and wealth management through a flat fee-only approach while providing Private Wealth Management type of experience to his clients. With over a decade of experience, his journey began as at Morgan Stanley in 2011. After years of experience working with Pre-Retirees and Young Hard-working Professionals & Families, Raman started to recognize the conflicts of interest in the industry, so he adopted a transparent flat fee-only model, founding Singh Private Wealth Management on principles of integrity and fiduciary responsibility.
Starting as an intern at Morgan Stanley, he earned a BBA in Finance from the University of Houston and later obtained his Certificate of Financial Planning from Rice University in 2014, achieving the Certified Financial Planner™ designation in 2016. Actively involved in professional networks like the Garrett Planning Network, Wealthtender, FeeOnlyNetwork, NAPFA, and Flat Fee Advisors, he also contributes to publications such as Yahoo Finance, Financial-Planning.com and Business Insider.
Based in Phoenix, AZ, he resides with his two German Shepherds, Meeka and Baloo, while caring for his aging parents. In his free time, he tutors aspiring financial professionals, attends to his parents' needs, and enjoys outdoor activities with loved ones.