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Gautam V
CFA®, Series 63, Series 65
Albuquerque, NM
Financial Design & Research
Gautam Vora is a CFA® charterholder with 8 years of experience in the financial industry. He currently leads Financial Design & Research, an independent firm he joined in 2022, and previously worked at LPL Financial for six years. Vora also has a long history of association with the University of New Mexico, spanning over three decades from 1989 to 2021. Financial Design & Research provides investment management, financial planning, and consulting services primarily to institutional and organizational clients, including pension plans, non-profits, tribal entities, and small businesses, while also serving individuals. The firm is noted for its educational seminars and workshops, flexible billing options, and focus on long-term risk management and customized client engagements.
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