manage your investment and retirement accounts in a risk appropriate manner.
evaluate the best time to file for Social Security Benefits and selecting the appropriate Medicare benefit for you.
map out a retirement funding strategy, evaluating guaranteed alternatives and more.
evaluate the potential impact, and determine and implement a strategy to mitigate it.
map out an estate transfer strategy to help ensure your intentions.
determine and implement an effect estate planning strategy focusing on minimizing future estate taxes.
analyze your RMD situation as early as possible and develop for an efficient management/distribution strategy.
create a high level map and implement strategies to reduce complexity and stress.
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.
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