Subhash C. Jatanaemail
Formerly a Registered Professional Engineer with 19 U.S. and International patents in the energy field, Subhash is a Financial Services Representative and a Financial Advisor. His 22+ years of experience in analyzing individual financial needs and developing cost effective solutions has helped many successful doctors, business owners, and professionals in key areas of wealth accumulation, preservation, and tax reduction strategies. He has helped many doctors in converting some of their taxable wealth into tax-free wealth and transferring it tax-free to their children and thereby reducing their own taxes. He has earned an Executive MBA, specializing in Strategic Planning & Marketing.
Although Subhash has lived in Ohio most of his professional career, he has served many medical doctors, business owners, and professionals throughout the United States. He was a member of the Leader's Conference, President's Conference, and Chairman's Council.
- Insurance Strategies
- Business Owners
- Investment Strategies
Check the background of this investment professional on FINRA’s BrokerCheckSee Subhash’s Licenses and Disclosures