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Anil P
Series 65
Tucson, AZ
SaveVest, LLC
Anil Potharaju is a financial advisor with SaveVest, LLC in Tucson, AZ, holding a Series 65 designation and 11 years of industry experience. He has been with SaveVest since 2015 and is also a practicing physician and associate professor at the University of Arizona/Banner Health, where he serves as medical director of internal medicine at the South Campus. In addition to his advisory work, he owns Cognisnap LLC, which provides educational information related to investments. SaveVest offers discretionary asset management and financial planning services to individuals, high-net-worth clients, trusts, corporations, and business entities. The firm employs fundamental analysis and Modern Portfolio Theory to construct portfolios tailored to client goals and risk tolerances, incorporating advanced techniques such as option writing and leverage when appropriate.
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