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Rupa P
CFP®, Series 65
Apex, NC
FWJ Planning LLC
Rupa Pereira is a CFP® with four years of experience and the principal of FWJ Planning LLC in Apex, NC. She also owns FWJ Tax LLC, a tax planning and preparation business. Her prior roles include tax counseling with VITA and work with XY Planning Network. FWJ Planning LLC provides fee-only financial planning services focusing on project-based and comprehensive plans for individuals, households, and small businesses. The firm does not offer investment management or custody services and emphasizes passive, low-cost fund recommendations for client-implemented portfolios.
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