Anasuya Kabad, CFP®
As a financial advisor and CERTIFIED FINANCIAL PLANNER™ practitioner, Anasuya Kabad is passionate about helping young families, business owners and professionals build a strong financial foundation. In addition, she actively provides service to the firm’s long-standing clients and assists the firm with portfolio management and investment research. Having joined Jaykay Wealth Advisors in 2014, she plans to continue founder, Jay Kabad’s legacy of service and trust with the next generation.
Many of today’s young professionals are balancing between raising families, pursuing their careers, and exploring their passions. They know how they want to live their lives, but they may need guidance on structuring their finances to align with their lifestyle and to help them achieve their long-term financial goals. “I take the time to deeply understand my clients’ values and priorities,” says Anasuya, “then, together, we develop and execute a cohesive financial plan that is tailored to meet my clients’ unique needs and aspirations.”
As a financial advisor, Anasuya’s ultimate goal is to simplify complex financial matters and to help clients feel empowered about their wealth. She does this by helping clients navigate and manage all areas of their financial plan. This includes tax planning, investments, debt management, planning for retirement or other financial goals, estate planning and risk management (life and disability insurance). Anasuya strives to develop long-lasting relationships. She serves as a dedicated partner to her clients, so that they are better equipped to make prudent financial decisions throughout their life.
Anasuya is a CERTIFIED FINANCIAL PLANNER™ practitioner, having completed the CFP® Graduate Certificate program from Rice University. She is a Registered Representative for LPL Financial, and has passed the General Securities Representative Exam (Series 7 held with LPL Financial) and Uniform Combined State Law Exam (Series 66 held with LPL Financial and Jaykay Wealth Advisors). She is also licensed to sell health, life and long-term care insurance in Texas and California. Her California license # is 4084160.
Anasuya grew up in Sugarland, Texas. She graduated with honors from the University of Chicago in 2012 with a degree in public policy. She then worked for ZS Associates, an international consulting firm that specializes in sales and marketing strategy. At ZS, Anasuya worked with top management of the largest pharmaceutical companies, conducting market research and synthesizing data to inform their global brand and salesforce strategy.
In her spare time, Anasuya loves to play volleyball. Having played NCAA Division III volleyball for the University of Chicago, she now enjoys coaching her team of middle schoolers at her neighborhood’s rec center. Additionally, Anasuya is a member of Daya YPAC (Young Professionals Acting for Change), a group dedicated to bringing awareness and prevention of sexual assault and domestic violence in the South Asian community. In 2015, Anasuya collaborated with Daya and organized a financial planning seminar for women, titled “Women and Money: Taking Charge of Your Financial Future.” She loves the opportunity to share her financial expertise with the community.
Anasuya is committed to delivering the highest level of service, advice and products to her clients, ensuring her clients’ best interests are front and center at all times, and providing sound guidance to enable families to create their legacy.