develop a purpose-based road map.
collaborate with your CPA to apply solutions to minimize income taxes, future tax concerns, and estate taxes.
implement strategies to fund college more tax efficiently.
evaluate the financial, logistical, and benefits considerations.
implement a risk-appropriate, disciplined strategy to continue to grow your wealth.
ease your worry by helping you focus on what is important, when it is important.
solve and evaluate your specific retirement goals for appropriate funding.
develop an eldercare strategy, including helping manage risk, health, and estate needs.
serve as your fiduciary, educating and empowering you to make informed decisions.
perform a comprehensive risk review to identify gaps.
Ethan is a Financial Advisor, specializing in wealth management and strategic planning for families and businesses. Even prior to becoming a partner at Kubhera Enterprises, Ethan worked extensively developing financial plans, risk mitigation strategies, and managing assets for clients through UBS Financial Services, Inc. Hundreds of businesses and clients have benefited from his expertise and knowledge in pension consulting, retirement plan implementation, and tax efficient strategies.
A graduate of Rutgers University, and proud supporter of their sports programs, Ethan now resides in Robbinsville, New Jersey with his family. Ethan and his family are also deeply involved in community outreach programs and support local families in need.
Swamy is a serial entrepreneur with extensive experience in global markets with a focus on financial management and strategic consulting. Having founded and successfully managed several businesses for growth and merger to public and regional management consulting firms, Swamy is passionate in his consultative and intuitive approach to wealth management and risk mitigation. He brings experience from the business world to executives, business owners, and families alike for financial planning and wealth management.
A graduate in Electrical Engineering from VJTI, Bombay, Swamy now resides in Princeton, New Jersey with his family. Swamy and his family are deeply involved in various charities and giving back to the global community focusing on skills development for women and children in need.
Ganga is the principal at CPAs, Taxes and Associates, PC, a boutique CPA firm located in midtown NYC and with an office in Princeton NJ. His firm specializes in accounting, tax, and specialized audit services primarily in the professional services industry. His firm was established in 1990 and has seen consistent and significant growth within his loyal client base, especially as they have spread out across the country. He and his team of accountants works closely with Kubhera provides comprehensive tax, providing a “One Stop Shop” for tax planning, strategy development and implementation, tax filing, and much more.
Prior to starting his own CPA firm, Ganga was the Senior Accountant/Supervisor at Price Waterhouse Coopers and at Deloitte and Touche where he spent 7 years in the Audit departments. Ganga graduated from Queens college with an undergraduate degree in Accounting and Economics, received his CPA, and in 1986 attended the Harvard Business School in a specialized program designed for the Big 4 accounting firms.
Along with an active CPA practice and being a Partner at Kubhera, Ganga serves on the Board of Advisors for Heart and Hand for the Handicapped, a grassroots organization in the NY/NJ/CT Tri-State area, which raises funds for handicapped children.