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Karthikeyan E

CFP®, Series 63

Rocklin, CA

FinCrafters Advisory LLC

Karthikeyan Ethirajan is a CFP® and Series 63-licensed financial advisor with two years of industry experience, currently operating through FinCrafters Advisory LLC in Rocklin, CA. His background includes roles in technology consulting and financial services, as well as serving as a part-time instructor in financial planning at the University of California Berkeley. He is also involved in tax accounting and planning as an enrolled agent and manages a personal trading entity. FinCrafters Advisory LLC is an independent firm serving individuals, high-net-worth clients, and business entities with discretionary and non-discretionary asset management, comprehensive financial planning, and retirement-plan advisory services. The firm employs a multi-method investment process incorporating fundamental, technical, and cyclical analyses, offering portfolios that may include derivatives and alternative investments while also providing tax preparation and ERISA plan consulting.

Wealth management Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting Options & derivatives strategies
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