In efforts to offer accessible financial wellness services for all, we are excited to launch Expert Connect, a free online resource that helps you find financial experts, coaches and advisors. Each financial expert listed has been carefully selected and approved by us, so we can confidently assure you they will be instrumental in your financial wellness journey.
We are currently building our service integration to the Wallet Max app! To be the first to know about the launch, subscribe to our newsletter and follow us on all social media platforms.
Bhuva Subram (She/Her/Hers) is a FinTech transformation entrepreneur at Wallet Max, passionate about ESG inclusion and sustainable digital innovation. With an MBA from Columbia university and as a Senior Director from Capgemini, she has managed diverse global teams and launched several financial products in the investment banking and regulatory compliance industry. As a dual-graduate in computer science and software engineering, Bhuva leads Women in AI non-profit for North America, and is an early-stage investor in social impact startups with a mission to accelerate education and economic growth.
Certified Financial Planner, Periscope Wealth Management
Daniel has taken his education in the arena of finance and transformed it into a comprehensive study of every facet of the field. Daniel is a graduate of Hobart and Williams Smith Colleges with a degree in Economics and is a CERTIFIED FINANCIAL PLANNER™ professional, which is recognized as the highest standard of education in the industry.