Suri Valluri Advisory Board of Director

areas of expertise
  • Financial Planner
  • Retirement Planning
  • Investments
  • 401k, Fixed Annuities, Insurance
  • Estate Planning & Wealth Mgmt
education
  • Bachelor of Science (B.S.),
    Business Administration / Accounting
    The University of North Dakota
  • CPA Certificate #9113
  • Accredited Investment Fiduciary
    April 2010 to Current
  • Certified Financial Planner
    January 2014 to Current

Charlene has been a business owner helping many people in Colorado with wealth management. She is a certified financial planner and has been with Apoorva since the first day of our business in 2001. She is a great advocate for our employees and drives our company towards value-based products and services. She is a believer of great value brings good wealth (instead of the other way).

Lead like a Lion, with stability and dignity, protecting the group. Fear and suspicion are the keynotes in businesses while fearlessness and normal temperament are part of the spiritual field. Be willing to face a problem instead of passing the buck.

Before founding Consulting WP in early 2001, Brandon started two Internet companies in Silicon Valley. Previously, Brandon held various management positions in New York at Simon Brothers, most recently as Vice President in Goldhill Group, focusing on new business development and risk management. He has also worked as a senior financial risk management consultant to the financial services industry; software engineer; advertising sales manager for the popular Caribbean travel guide series; general manager of an advertising and graphic design agency; and engineering intern at the Best Health Coach.

Recent Insights into Apoorva

  • Mike Miracle, Evident Software

    EVP, Marketing and Product Management, Evident Software For our next generation data warehousing and reporting, APOORVA skillfully defined the business requirements, architected the schema, produced a mock-up, and sized and scoped the development project. Apoorva’s work was exceptional and well presented.

    March 17, 2021
  • Phil Gibson, CatylystONE

    CEO, CatylystONE Just wanted to say thanks for your continued input and assistance over the last few weeks. I realize this is not something you need to do and I am sure you have other projects that you are involved in now. Your continued professionalism and support is outstanding and much appreciated. Happy Holidays to

    March 17, 2021
  • Elke McGuire, Friends of Gueoul

    Executive Director, Friends of Gueoul Thank you so much Apoorva for helping with the Salesforce contact list. We are Friends of Gueoul, a small non-profit in Englewood, Colorado. And, we are helping young girls receiving education in Senegal, West Africa. You have been tremendous help not only inputting our contact list but also our past

    March 17, 2021

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