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Rupa Pereira, EA, AIF, CSLP

Raleigh Durham Triangle, NC

Meets Virtually:

Meets In-Person:

Accepting New Clients:

Fee Models
  • Quarterly Subscription

    $450+

  • Annual Subscription

    $600+/yr

  • One Time Fee

    $3,000+

  • Hourly

    $200+/hr

Typical Fee (Computed Monthly) *
$75
Ideal Clients
  • Women
  • Female Breadwinner
  • Immigrants
  • Expats/Living Abroad
  • Families with Children
Areas of Specialization
  • Tax Strategies
  • College Savings
  • Investments
  • Budgeting
  • Debt & Credit

When financial matters can seem like a 2nd language.

You may be foreign born, a head of household or in a woman-led household, where financial matters seem foreign or too complicated to understand.

That's where FWJ Planning comes in. Founder and Lead Planner, Rupa Pereira, EA offers financial advice, either in a comprehensive or project based engagement. She has traversed her US journey on an H1B visa, building a family and a financial base from ground-up, switching careers, states and has arrived at her #Ikigai - serve households in similar life stages as they grapple with complexities of raising a family away from their native home.

Tax Planning, Cross-Border Planning, Retirement Planning, College Planning, Buying a Home, Elder Care planning, College Planning, Investment Planning, Cash-flow Planning, Legacy Planning and Estate Planning are few of the areas she assists her clients with.

Rupa has an MBA from UNC Chapel Hill, is a CFP® candidate , and is licensed as an Enrolled Agent to practice in front of the IRS. She's also a Certified Student Loan Planner (CSLP) and an Accredited Investment Fiduciary (AIF).

Rupa offers Hourly engagements scoped based on specific client needs - as one size doesn't fit all. She's also a Tax Professional and is authorized to file taxes. Her Tax Services can be found at www.fwjtaxprep.com

* Disclaimer: The "Typical Fee" displayed is the typical fee provided by the advisor computed monthly to facilitate clearer price comparisons. It does not represent actual pricing or a guaranteed quote. Please consult individual advisors for specific fee structures and personalized quotes. We encourage users to carefully review and evaluate their options before making any decisions.