Prasad Wealth Partners

Roger Godin is a Series 66-licensed financial advisor at Prasad Wealth Partners with 11 years of industry experience. His career includes roles at Purshe Kaplan Sterling Investments, Regulus Financial Group, and Robert W Baird & Co., among others. Godin is also a licensed fixed insurance agent, providing insurance advice as part of his client services. Prasad Wealth Partners serves individuals, families, family offices, trusts, private foundations, qualified retirement plans, and institutional plan sponsors. The firm offers personalized financial planning and both discretionary and non-discretionary investment management, emphasizing fundamental analysis and a primarily long-term investment approach with flexibility for shorter-term trades.

Kathleen Mueller is a financial advisor at Prasad Wealth Partners with eight years of industry experience. She holds the Series 66 designation and previously worked at JK Investment Group, Baird, and UBS Financial Services. Prasad Wealth Partners offers personalized financial planning and investment management services to individuals, families, family offices, trusts, private foundations, qualified retirement plans, and institutional plan sponsors. The firm primarily uses fundamental analysis with a long-term investment approach while maintaining flexibility for shorter-term trades and employs a range of investment vehicles including mutual funds, ETFs, equities, corporate bonds, REITs, private funds, and structured products.

Carole Rominger is a financial advisor at Prasad Wealth Partners with 29 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Arbor Point Advisors and Osaic Advisory Services. Prasad Wealth Partners provides personalized financial planning and investment management services to individuals, families, family offices, trusts, private foundations, qualified retirement plans, and institutional plan sponsors. The firm primarily uses fundamental analysis with a long-term orientation and employs a range of investment vehicles including mutual funds, ETFs, equities, corporate bonds, and alternative products.

Michael Doherty is a financial advisor at Prasad Wealth Partners with two years of industry experience. He holds a Series 66 designation and has worked previously at Regal Investment Advisors, Regulus Financial Group, Elixir Solutions, Marcus & Millichap, and The Allstate Corp. Outside of finance, he participates as a panelist in Nielsen TV Ratings, allowing a meter to be installed in his home for marketing research purposes. Prasad Wealth Partners serves individuals, families, family offices, trusts, private foundations, qualified retirement plans, and institutional plan sponsors. The firm focuses on personalized financial planning and employs a primarily fundamental, long-term investment approach while maintaining flexibility for shorter-term trades as needed.

Tiffany Boval is a financial advisor at Prasad Wealth Partners with 10 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at several firms, including Regal Investment Advisors, Regulus Advisors, Arbor Point Advisors, and Key Investment Services. Outside of her advisory role, she serves as the secretary of the Sunshine Committee Cheer Squad for gymnastics. Prasad Wealth Partners provides personalized financial planning and investment management to individuals, families, trusts, and institutions. The firm emphasizes customized planning and primarily uses fundamental analysis with a long-term investment approach while maintaining flexibility for shorter-term strategies.

Matthew Schiller is a financial advisor at Prasad Wealth Partners with 13 years of industry experience and a Series 66 designation. He has worked previously at Regal Investment Advisors, Arbor Point Advisors, and Securities America. Schiller is also an independent insurance agent, selling various life insurance and annuity products. Prasad Wealth Partners offers personalized financial planning and investment management services to individuals, families, family offices, trusts, private foundations, qualified retirement plans, and institutional plan sponsors. The firm emphasizes customized planning and primarily uses fundamental analysis with a long-term investment orientation, employing a range of investment vehicles including mutual funds, ETFs, equities, and derivatives where appropriate.

Lindsey Orth is a financial advisor at Prasad Wealth Partners with 14 years of industry experience. She holds Series 63 and Series 65 licenses. Her career includes positions at Purshe Kaplan Sterling Investments, Regulus Financial Group, and Fidelity Investments. Orth also works as a fixed insurance agent. Prasad Wealth Partners provides personalized financial planning and investment management services to individuals, families, family offices, trusts, private foundations, qualified retirement plans, and institutional plan sponsors. The firm primarily uses fundamental analysis with a long-term orientation and offers a range of investment vehicles including mutual funds, ETFs, equities, and structured products.

Ranjan Jagetia is a financial advisor with Prasad Wealth Partners in Independence, OH, holding a Series 63 designation and 32 years of industry experience. His prior roles include positions at Purshe Kaplan Sterling Investments, Regal Investment Advisors, and MetLife Securities. Outside of advising, he is a part owner in an industrial robotics company where his son runs operations and serves in an advisory capacity. Prasad Wealth Partners provides personalized financial planning and investment management for individuals, families, family offices, trusts, private foundations, qualified retirement plans, and institutional plan sponsors. The firm primarily uses a fundamental analysis approach with a long-term orientation, employing a range of investment vehicles including mutual funds, ETFs, equities, corporate bonds, REITs, private funds, and structured products.

Brian Kerber is a financial advisor at Prasad Wealth Partners with 22 years of industry experience. He holds a Series 66 designation and has worked at multiple firms including Regal Investment Advisors, Regulus Financial Group, and Ohio National Financial Services. Kerber serves as a board member of the Western Gales Homeowners Association. Prasad Wealth Partners provides personalized financial planning and both discretionary and non-discretionary investment management services to individuals, families, family offices, trusts, private foundations, qualified retirement plans, and institutional plan sponsors. The firm emphasizes customized planning and primarily uses fundamental analysis with a long-term investment orientation.

Anthony Kulka is a financial advisor at Prasad Wealth Partners with 11 years of industry experience. He holds a Series 66 designation and has previously worked at Regulus, LLC, Regal Investment Advisors, LLC, Arbor Point Advisors, Securities America Inc., and Fifth Third Securities. Prasad Wealth Partners offers personalized financial planning and both discretionary and non-discretionary investment management to individuals, families, family offices, trusts, private foundations, qualified retirement plans, and institutional plan sponsors. The firm focuses on customized financial planning and uses fundamental analysis with a primarily long-term investment approach, employing a range of investment vehicles including mutual funds, ETFs, equities, corporate bonds, and structured products.