Ravi Balu, MBA

Wealth Planning Associate
Office: 561-508-4500 | Direct: 561-579-0002

Ravi is a Wealth Planning Associate at the firm where he helps families achieve their long-term financial and retirement goals. His passion for seeing families achieve financial freedom and independence inspired him to pursue a career in wealth management.

Prior to joining the firm in 2022, Ravi worked as a senior analyst at Accenture. He managed various projects and services for a diverse range of south-regional clients. Examples include developing standards compliance resiliency strategy for incident management communication and presenting recommendations for structural process improvements.

Before his time at Accenture, he served as a Captain in the United States Air Force, where he was an Intelligence, Surveillance, and Reconnaissance Liaison Officer in Operation Enduring Freedom. He served in an intelligence-gathering role during Operation Unified Response following the massive earthquake in Haiti.

Ravi has completed his Certified Financial Planner Coursework from Bryant University. He is a graduate of the University of California-Berkeley and holds his MBA from Washington University in St. Louis. During his time at WashU, he was part of a team that finished 2nd in the Olin-Monsanto case competition. He also was an active member of the Olin Veterans Association, helping plan the Veterans Day Event for the entire WashU community.

Ravi currently lives in Palm Beach Gardens, FL. He enjoys running, swimming, playing the piano, traveling, attending sporting events, and reading books in his free time. He also enjoys cooking at home and would welcome any good recipes for meals.

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