Since 2009, Pari has flourished as a financial advisor using a holistic approach that considers all facets of clients’ lives.
Through engaging and thoughtful conversations, Pari learns about clients’ struggles and motivations to inform a personalized, service-based program that aligns with their objectives. Pari helps guide clients on sophisticated issues like Social Security analysis, portfolio review and estate planning services, as well as on everyday financial matters like large purchases, debt consolidation or life insurance and long-term care. Pari acts as a multidisciplinary connector and shares her skills, using her network to support others.
Pari earned both the CERTIFIED FINANCIAL PLANNER® and Chartered Retirement Planning CounselorSM certifications, which require intensive study, testing and continuing education focused on current trends in investing and planning. She has contributed to the news media, authoring articles for publications and speaking to groups about investment planning, especially for women.
Forbes has included Pari in its Top Women Wealth Advisors Best-in-State (2022, 2023, 2024, 2026) and Top Next-Gen Wealth Advisors Best-in-State (2023, 2024) lists. In addition, Pari serves the community on the boards and committees of nonprofits, including the Philadelphia Foundation Board, Greater Delaware Valley Chapter of the National Multiple Sclerosis Society, Samuel S. Fels Fund and the University of Pennsylvania Alumni Board for Track and Field.
Pari lives in Berwyn, Pennsylvania, with her husband and their children. She loves spending time with family, golfing, hiking and traveling.