Meet the Team
Gautam M. Pai, CWS®, AIF®
Financial Advisor
Caroline (Carrie) Aarons
Client Service Specialist
Fanitta R. Ballard
Client Service Specialist
Mara Scherer
Office Coordinator
Michael (Mike) Ramer
Team Associate
Mukund G. Pai (Retired)
Chief Entertainment Officer
Our Strategic Partnerships
Prosperity Network of Advisors
Prosperity Network of Advisors is an established industry thought leader that provides professional education, continual learning and a professional fraternity of best practices.
Advanced Planning
Team
Cetera’s Advanced Planning Group, made up of highly credentialed legal and financial professionals, is one of our key resource partners. Their consultative approach provides technical and legal guidance to support our creation of your financial strategy.
Cetera Advisors LLC & Pershing Relationship
Cetera Advisors is both a vital part of our financial firm and a key support system, providing us with cutting-edge advisory products, advanced technology, and secure asset custody through Pershing LLC, enabling us to deliver independent, client-focused wealth management.
Who We Serve
We’re here to help clients from a range of circumstances find balance and reach their financial goals.
Our Approach
At Balanced Financial Concepts, we take a relational approach to help clients thrive in their life and legacy.
Contact Us
Are you ready to gain balance in your financial life? Reach out to our firm to learn how we can help you.