Amit Chawla

Amit Chawla

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Amit Chawla


I am a CFA(Chartered Financial Analyst) charter holder and I recently became a CFP® (Certified Financial Planner) Professional. I'll also attain a Chartered Special Needs Consultant® (ChSNC®) designation in about a month. That said, I am neither a practicing Financial Analyst nor a practicing Financial Planner/Advisor. I am a Software Product Manager for Wealth Management software company.

Other than my full-time job, I am volunteering for a couple of non-profit organizations to provide pro bono financial planning services through the Foundation for Financial Planning. I am also about to start as a co-chair of the NAPFA(National Association of Personal Financial Advisors) MA Study Group.

My oldest son, Ishaan, is 13 years old and has Autism. He is in a residential (24/7) program due to his severe needs. He started there when he was 8 years old. Ever since I have been busy equipping myself to help him. 

I am thankful to many for my current somewhat-stable situation. I'd like to give back to the special needs community by doing something meaningful. My goal is to help families with special needs members with planning for a better future.