About Us
Nagesh Nayak
Nagesh is originally from Mumbai, India and has lived in Tampa Bay, Florida with his wife Sneha and their Son Nirvan since 2008.
Nagesh holds Doctorate of Philosophy Degree from University of South Florida in field of Engineering and Transportation Economics. Nagesh was also a member of the National Cricket Championship wining team in 2011 and received MVP Finals in American College Cricket.
Nagesh is a lifelong entrepreneur and has a wealth of experience in financial analysis. Started his career in Corporate world and working for Global Banks, he has also successfully owned and developed businesses in hospitality and sports industry in his young career before converting over to the financial entrepreneurship in 2023.
Nagesh is currently licensed Health/Life/Annuity. He is passionate about engaging and serving in his community and is a Founding Member and President of the Tampa Premier League based in Wesley Chapel, Florida. In his free time, he loves to play cricket, spend time with friends and family, but his favorite past time is playing with his son.
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Financial Literacy
Knowing how money works can positively impact just about every area of your life. The knowledge of how money works is called financial literacy. I believe that when you can change a person’s literacy, you can change that person’s life. Remember 'Money Isn't Important Until You Need It - Then It's Too Late'
A 20-year research project on 3,200 families by US-based wealth consultancy Williams Group shows 70 per cent of wealthy families lose their wealth by the second generation, and 90 per cent by the third.
Our firm specializes in educating every single person on Financial Concepts, untangle Financial Jargons and support Long Term Wealth Generation and Continuity.
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Financial Prioritization
You’ve got plans. Stuff you want to do, things you want to buy, milestones you hope to meet.
At one end of the spectrum are immediate financial commitments, such as paying for groceries and next month’s rent or mortgage. At the other are long-term financial goals like retirement, which is years, or even decades, away. In between are wants and needs such as homes, cars, vacations, dining out, medical expenses and education costs.
When you have a finite amount of money — as most people do — achieving your financial goals takes planning and disciplined prioritization.
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