Rupa Pereira, EA, CSLP, AIF

Rupa Pereira, EA, CSLP, AIF

Student Loan Advisor

Expertise

Student Loans, tax planning, budgeting and investment planning.

Education

Rupa earned an MBA from UNC, Chapel Hill and has Bachelors in Electronic Engineering from Mumbai, India.

Certifications

Certified Student Loan Professional (CSLP), Accredited Investment Fiduciary® (AIF®), Enrolled Agent (EA), FINRA Series 65, Candidate for CFP® certification

More About Rupa

Rupa Pereira EA, CSLP, AIF is the owner of FWJ Planning, a virtual, Advice-Only planning firm for women-led households. Before specializing in personal finance and financial planning, she enjoyed a long corporate finance and tech consulting career.

Rupa lives in Raleigh-Durham, NC, with her husband and Gen Z teen daughters. She enjoys a game of Sudoku and a hot cup of chai-latte to unwind after a busy workday.