RAVI DATTANI, CFP®, CDFA®
Ravi Dattani, CFP®, CDFA®, is the President of Clariti Wealth Advisors. He is passionate about educating individuals, families, and businesses about what items “move the needle” in the realm of financial security and success. Ravi’s approach is simple: define what success is to you, and work backward to achieve it. This process requires an elegant marriage of analytical thinking (logic) and human behavior (emotion).
Worth magazine selected Ravi as one of the top 250 financial advisors in the country.* He brings over 20 years of multi-disciplinary experience in financial planning and investment management to Clariti.
Ravi is a CERTIFIED FINANCIAL PLANNER™ practitioner, and a Certified Divorce Financial Analyst (CDFA®). He has worked with senior executives from many Fortune 500 companies including DuPont, AstraZeneca, Avon Products, CSX, IBM, Accenture, W.L. Gore, Prudential, MassMutual, and Incyte.
Ravi has held Board of Director positions for a PEO and a non-profit that cares for disabled individuals. He has also worked in an advisory capacity for other small businesses.
Ravi dual majored in Accounting and Business Administration, with a concentration in Finance from the University of Delaware.
In his free time, Ravi is an avid reader, tennis player, travel soccer Dad and biggest fan of his three daughters.
Ravi’s expertise includes:
- A deep understanding of risk and return of investment strategies
- Minimizing lifetime income tax costs
- Estate tax minimization
- Risk mitigation of concentrated stock positions
- Creditor and marital dissolution protection
- Amicable divorce settlements
*The 2008 Worth Top 250 wealth advisors list represents the editors’ selection of the best advisors nationwide. The winning advisors demonstrated a solid understanding of the global markets, alternative investment strategies, and the current economic climate. The process begins with an invitation to readers to nominate those wealth advisors who have truly gone above and beyond the call of duty in meeting their clients’ needs. We also solicit nominations from private banks, wealth management, and investment firms, and industry associations. Nominated advisors, and others who wish to participate, then complete a detailed online questionnaire in which they provide their educational and professional credentials, work history, compensation structure, client retention rate, and other background information. We then ask about areas of expertise, their approaches to working with new clients, and how they meet the unique needs of the affluent clientele they serve. Following the compilation of a preliminary list, the final step in the selection process is verification. Worth’s editorial staff confirms, to the extent possible, that the information advisors provide is accurate and truthful. We run background checks and occasionally ask additional questions of both advisors and their clients. No compensation is paid to Worth magazine to be included in this ranking. In 2008, the total number of advisors considered for this award was not disclosed.