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Rupa P
CFP®, Series 65
Apex, NC
FWJ Planning LLC
Rupa Pereira is a CFP® and Series 65 credentialed advisor with four years of industry experience. She is the principal of FWJ Planning LLC and also owns FWJ Tax LLC, a tax planning and preparation business. Pereira has worked with the XY Planning Network and served as a VITA Tax Counselor. FWJ Planning LLC offers fee-only financial planning services to U.S. individuals, households, and small businesses, focusing on project-based and comprehensive plans without providing investment management or custody services. The firm employs a variety of analytical methods for investment recommendations, typically favoring passive, low-cost funds, and clients implement these through their chosen custodians.
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