Ravi P. Dattani, CFP®, CDFA®
Ravi P. 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’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
Ravi is a Certified Financial Planner™ practitioner, and a CDFA® (Certified Divorce Financial Analyst).
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 mentally challenged 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, and biggest fan of his three daughters.