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Why talk to NALINI AND WHY SHE CREATED 10 Minute InvestinG?

Nalini Indorf Kaplan has been serving people and companies–helping them grow–for the last 27 years.    

She has been a CPA, a serial entrepreneur, management consultant, investor, educator, coach and wealth advisor. Over the course of her career so far, she has created and managed three companies, and grown over $450 million in businesses for American Management Systems, Deloitte Consulting and MasterCard International. She has acquired companies, created win-win joint ventures, and mentored hundreds of professionals. She has personally invested in real estate, early-stage companies and various equity and debt markets.

Nalini had an early mid-life crisis, brought about by the deep effect of 9/11. She was living in New York City, worked at the World Financial Center (right across the street from the World Trade Center), and experienced the huge loss and wake up call of that fateful September morning.

Nalini sought to combine her deeply spiritual path with her business world. Ethical living, doing well by doing good and volunteer work are core to Nalini’s beliefs. Although she had a wonderful career, she felt that she could be doing so much more.

Tired of seeing individual people getting ripped off by others’ greed and ignorance get the best of people, Nalini decided to shift her focus from Wall Street to Main Street. She started helping people take control of their financial future and build lives of purpose, meaning and service.

In preparation for this calling, Nalini studied pastoral counseling, volunteered as a chaplain and got back in touch with her Jewish roots. To better prepare herself to coach and advise people about their money, she spent nearly four years researching the fields of behavioral finance, investment management and financial planning. In February 2008, Nalini founded her fee-only financial coaching and investment advisory firm, Gold Pearl Advisors LLC. In the fall of 2008, she released her first investment education system, 10 Minute Investing.

Today, Nalini works with individuals, couples and entrepreneurs. She helps them develop a healthy relationship with money so they create the financial future they want. Request your appointment or call Nalini to find out more about how you can get started building your financial future!