He has served as a local chapter board member of both the Financial Planning
Association and the Society of Financial Services Professionals. He is currently
a member of and active in the:
- Atlanta Society of Finance and Investment Professionals
- Financial Planning Association
- National Association of Personal Financial Advisors
He has also earned the premier industry designations, including:
- Master of Business Administration (MBA)
- Certified Financial Planner® (CFP)
- Chartered Financial Analyst® (CFA)
Mr. Hultstrom has served as an arbitrator and expert witness in securities disputes and has taught numerous courses nationwide for CPAs, financial planners, investment managers, and other professionals and has taught in the Certified Financial Planner programs at several universities.
He has been published in Financial Planning and Investments & Wealth Monitor and is the author of a number of white papers on financial planning and wealth management topics. He also produces a monthly newsletter for his clients and others who are interested, and a quarterly e-mail publication for financial professionals with over 2,000 subscribers. He is the recipient of the 2015 HONORS Award for contributions to the financial planning industry from the Financial Planning Association of Georgia. In addition, he has been quoted in numerous newspapers and journals, including the Chicago Tribune, the Christian Science Monitor, the Economic Times, the Journal of Financial Planning, Newsweek, and the Wall Street Journal.
Mr. Hultstrom resides in Woodstock, Georgia with his wife, Dawn, and their daughter, Alexandra. In addition to her roles as wife and mother, Dawn is an avid marathon runner and a kindergarten teacher at Cherokee Christian Academy where Alex attends high school.
Anitha Rao (e-mail) is co-founder of Financial Architects and serves as vice president and senior wealth manager. She has earned the Certified Financial Planner® (CFP) designation and has taught in the Certified Financial Planner programs at several universities.
She holds a degree in Electrical Engineering from the University of Maryland, College Park and has done post-graduate work in Electrical and Computer Engineering at Georgia Tech. Prior to her transition to the financial field, Ms. Rao worked in IT Consulting with both boutique firms and a “big six” accounting firm.
She has served as an expert witness and is an active member of the Atlanta Society of Finance and Investment Professionals and the Financial Planning Association.
Ms. Rao lives in Marietta with her husband, Venki, and their two boys, Kiran and Barath. Venki is the Global CIO at GE Industrial Solutions. Barath attends McGill University and Kiran attends Georgia Tech.