Gaurav “G” Shrestha CFP®

Partner, Financial Advisor

Born in Nepal, “G” moved to the United States at an early age. He graduated magna cum laude from Virginia Commonwealth University with a B.S. in Finance and a specific concentration in Financial Planning. "G" has worked in the financial services industry since 2000 and joined the firm in 2003 as a financial advisor.

“G” is a Certified Financial Planner (CFP™) Professional. He also holds the Series 7 and 66 registrations and is Life/Health/Annuity licensed. His mission is to effectively assist clients in achieving their financial goals by helping them build and protect their wealth during their working years, provide security and financial independence in their retirement years, and help efficiently transfer their wealth to future generations.

“G” co-teaches the “Retirement Planning Today” and “Rejuvenate Your Retirement” courses though the VCU School of Business and has been a guest speaker at VCU on numerous occasions. He is also a member of the Central Virginia Financial Planning Association.

 "G" resides in the Midlothian area with his wife, Megan, and their three children, Mia and Grant (twins) and Madelyn. He enjoys spending time with friends and family, coaching youth sports, playing golf, tennis, basketball, and cheering for his VCU Rams.   

“G” is a Registered Representative and Investment Advisor Representative with Securian Financial Services, Inc.