About Me
RAVI POTHUKUCHY
Financial Planner, Income Tax Advisor
From the time I can recollect, it has been my obsession to maintain our personal finances to the last cent, a trait I probably inherited from my maternal grandfather and my mother.
Even before I knew anything about the financial planning, it has been my habit to build spreadsheets to answer various what-if scenarios. My academic background in Ph.D. and brief experience as a scientist provided that extra impetus to sharpen my analytical skills.
Prior to becoming a financial planner, I have been an Information Technology professional. After almost twenty years of service, when I left Dell Technologies in late 2020 as Director, I wanted to pursue something that I enjoy more and where I can serve the community better.
When I came across the financial planning profession and the certification offered by the CFP® Board, it was an easy decision for me to become a financial planner, since it is not only something I enjoy but I can help other families in managing their finances.
After completing the Certified Financial Planner Program from the University of Texas at San Antonio, I passed the CFP® Board examination. However, I am not a Certified Financial Planner® since I have not yet fulfilled the experience requirement of the CFP® Board for granting CFP® designation.
I am certified by the United States Internal Revenue Service (IRS) as an Enrolled Agent, as result of which I can prepare and file taxes for others and also represent the clients at the IRS, just like a CPA.
I am also a professional photographer serving the Austin metro area since 2010. My corporate management experience in meeting the client requirements and the professional photography experience to serve with a customer-focused attitude combined now with the financial planning knowledge gives me a great grasp to serve the customer what they deserve the most to the best of my abilities.
