Overwhelmed by options?

Answer a few questions to see advisors matched to you.

Filters 1

Find a financial advisor

Based on your filters

user avatar
firm logo

Narasimha V

Series 65

Frisco, TX

Y2K Financial LLC

Narasimha Vulisetti is the sole advisor at Y2K Financial LLC, holding a Series 65 license with six years of industry experience. He has worked concurrently as a systems architect at Bank of America since 2020 and previously spent nine years at Pegasystems Inc. Outside of financial advising, he maintains a role in software development at a financial institution. Y2K Financial LLC offers financial planning and investment consultation primarily to individual and high-net-worth clients. The firm provides written plans and allocation guidance based on fundamental analysis and a Modern Portfolio Theory framework, without ongoing portfolio management or trade execution.

General retirement planning Cash flow / budgeting Divorce financial planning College savings (529s, UTMA, etc.) General estate planning guidance
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. (“Warmer”)