Founder and principal,
- Growing up, her ambition was to be a Bollywood dance choreographer.
- Guilty pleasure is online shopping.
- Was a counselor at a summer camp inspired by the children's show "Wheels on the Bus."
Before launching FIT Advisors, a solo practice in Redondo Beach, Calif., nearly four years ago, Anjali Jariwala worked as a CPA in the corporate tax department at one of the "Big 4" accounting firms and later worked at an RIA in Chicago that catered to ultra-high-net worth clients.
“I can read and understand financials and know what metrics to look for,” Ms. Jariwala said. In February, Ms. Jariwala, whose AUM is $25 million, started a podcast called Money Checkup that has been downloaded by 1,300 people.
As a woman of color, Ms. Jariwala is concerned with racial equality in the advisory profession.
“Retaining diverse advisers requires fostering an environment in which they can succeed,” she said. “I know from my own experience that when we leave, it’s usually due to frustration at the lack of growth and opportunity.”
Ms. Jariwala serves on the National Association of Personal Financial Advisors' diversity and inclusion committee, helping to provide scholarships for people of color to attend the spring and fall conferences.
“Having a diverse staff must be intentional,” she said. “It requires time, money, effort and a shift in thinking to reduce implicit bias.”
— Juliette Fairley