Gautam joined Balanced Financial Concepts in 2009 to eventually take over his father’s business and is focused on ensuring continuity and seamless service for clients.
His goal above all else is to keep life simple for clients and help them navigate their finances in a logical and easy-to-understand way.
Gautam graduated from The Ohio State University in 2003. (Go Bucks!) He enjoys reading, tennis and anything active or outdoors. He served on the Board of Directors for The Cleveland Professional 20/30 Club - one of Cleveland's largest young professional organizations - from 2010 to 2013. Gautam lives in Twinsburg with his wife, Rhonda.