Anitha Rao (e-mail) is co-founder of Financial Architects and serves as 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 also holds the Certified Investment Management Analyst® (CIMA) and Certified Private Wealth Advisor® (CPWA) accreditations conferred by the Investments & Wealth Institute (IWI) through the Wharton School at the University of Pennsylvania and the Booth School at the University of Chicago respectively.
Ms. Rao 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 wealth management and financial planning, she worked in IT Consulting with both boutique firms and a “big six” accounting firm.
She currently serves as a local chapter board member of the Financial Planning Association and is also a board member at Tapestry Public Charter School. In addition, she is a member of the Atlanta Society of Finance and Investment Professionals, the National Association of Personal Financial Advisors, and the Investment Management Consultants Association.
David Hultstrom (e-mail) is co-founder and chief investment officer of Financial Architects.
Mr. Hultstrom is a thought leader in the wealth management industry and holds a graduate degree in business (MBA) as well as numerous financial planning and investment management designations:
- Chartered Financial Analyst (CFA®)
- Certified Investment Management Analyst (CIMA®)
- Chartered Alternative Investments Analyst (CAIA®)
- Certified Financial Planner (CFP®)
- Certified Private Wealth Advisor (CPWA®)
- Chartered Financial Consultant (ChFC®)
He has served as a local chapter board member of the Financial Planning Association and is a regional board member of the National Association of Personal Financial Advisors. He is also active in the Atlanta Society of Finance and Investment Professionals.
Mr. Hultstrom has served as an arbitrator and expert witness in securities disputes and has taught hundreds of courses nationwide for CPAs, financial planners, investment managers, and other professionals including CFP programs at several universities. He also has served on investment committees that collectively managed several billion dollars.
He has been published in Financial Planning and Investments & Wealth Monitor and is the author of numerous 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 several thousand 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.