Meet Chetana

English - Hindi - Kannada

I’m passionate about helping professionals and business owners bring greater clarity and intention to their financial lives. I understand how easy it is to become focused on building a successful career or business while your own financial future takes a back seat. My goal is to help clients protect what they’ve built, prepare for the unexpected, and create a strong financial foundation for the future.

My perspective comes from my own career in technology, product leadership, and entrepreneurship. I have a bachelor’s degree in engineering and an MBA from the University of Washington, and I’ve spent much of my career building businesses, leading teams, and navigating many of the same financial decisions my clients face.

My own desire to better understand how to turn professional and business success into lasting financial security is ultimately what drew me to financial services. I saw firsthand that being successful doesn’t necessarily make financial decisions simple—and I wanted to help others approach those decisions with greater confidence and purpose.

Outside of work, I’m a wife, mother, investor, and active member of the greater Seattle business community. I serve on the board of Sahyadri Kannada Sangha and as an executive producer at TEDx Sammamish Women. I value opportunities to support the people and communities around me.