Ji Khalsa is a CFEI Certified Financial Strategist offering personalized, market-protected financial strategies that align with your values—no cookie-cutter formulas, just secure, ethical solutions designed for your unique needs.
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Ji Khalsa is a CFEI Certified Financial Strategist, best-selling author, and licensed financial professional, dedicated to helping individuals and businesses secure their financial future without compromising their values.
Traditional financial planning often overlooks the unique challenges faced by LGBTQ+, BIPOC, women, and values-driven individuals.
I provide tailored, market-protected financial solutions that work for your life—not a one-size-fits-all formula.
Many worry about financial security but hesitate to work with financial professionals who don’t understand or respect their background.
You deserve trusted, judgment-free guidance that prioritizes your needs, whether it’s:
√ Building wealth without market risk—because financial security shouldn’t come with fear.
√ Ethical investment strategies that align with your social and environmental values.
√ Personalized retirement and tax strategies for non-traditional families and small businesses.
√ Legacy and wealth transfer planning for those who’ve had to work harder to build financial stability.
For too long, many of us have been left out of traditional wealth-building opportunities.
I specialize in strategies that break the cycle, helping you protect what you’ve worked for and build a financial legacy for your family, your business, or the causes you care about.
I know firsthand that financial planning can feel overwhelming, especially when you’re navigating a system that wasn’t designed with you in mind.
That’s why I offer clear, practical solutions to help you protect and grow your wealth—without ever feeling excluded or unheard.
If you’re looking for a financial strategist who understands your values and puts your financial well-being first, let’s talk. My consultations are always free. https://calendar.app.google/1jgY5vRPZvPtpvit9