Gautam joined Balanced Financial Concepts in 2009 to eventually take over the business his father started in 1987.
Gautam specializes in providing customized financial guidance for the unique situations of his select group of 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.
In 2016, Gautam earned both is CERTIFIED WEALTH STRATEGIST® and ACCREDITED INVESTMENT FIDUCIARY® designations. The CWS designation enables him to bridge any gaps in a client’s overall financial plan. The AIF designation further reinforces his role as fiduciary for all clients, putting them first no matter what.
To provide clients with a small-team experience with big-company resources, Balanced Financial Concepts is part of the Prosperity Network of Advisors, a national firm based in Overland Park, KS. The clients of Balanced Financial Concepts will have the resources of more than 150 financial advisors standing behind them, overseeing over $5 Billion of combined assets.
Gautam is a graduate of The Ohio State University. He is a past President of and served on the Board of Directors for The Cleveland Professional 20/30 Club - one of Cleveland's largest young professional organizations. During his down time, he enjoys reading, tennis, time with family, and anything active or outdoors.
Gautam and his wife, Rhonda, live in Twinsburg with their son, Monroe, and their dog, Cupcake.