Ravi serves as Managing Partner of Creative Financial Partners and strategically directs Creative Tax & Business, Creative Insurance Agency, and US Mortgage of Georgia. Ravi founded Creative Financial Partners (CFP) after over 10 years in the financial industry. In that time he observed a strong disconnect between many major financial firms product focused selling and a clients desire for clear, simple, organized, quality unbiased advice. Based on a passion to bridge these disconnects and provide comprehensive solutions to a client’s financial puzzle under one umbrella, CFP was born.
Ravi is originally from the Boston area and graduated from Boston University with a degree in finance. He starting his career in 1998 with a Boston based Real Estate firm, before joining American Express Financial Advisors in 2001. He was promoted to a District Manager in 2003, where he developed the number one ranked advisor team in the country. Ravi moved to Atlanta in 2005 to become one of the youngest Vice Presidents in the history of American Express. While at American Express and Ameriprise, Ravi won numerous awards including the outstanding leader award in 2004. Ravi has spent a total of 7 years training financial advisors in areas such as financial planning, asset management, insurance case design, mortgage strategies, estate planning, business exit strategies, home and auto insurance, and group benefit planning. Ravi has been featured in publications such as the Boston Globe and highlighted as a top 40 advisor under 40 by NAIFA-Atlanta.
Ravi currently resides in Chamblee with his wife Helen and enjoys spending free time with family and friends, travelling, playing hockey, and leading the Atlanta Alumni chapter of Boston University.