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“I believe in educating my clients and empowering them to make informed financial decisions. When clients understand the logic behind the strategies I recommend, they gain the confidence to invest with clarity and purpose.”

“An investment in knowledge always pays the best interest.” ~ Benjamin Franklin 

Monisha Potter 

Monisha Potter, CFP®

Owner & Senior Financial Advisor 

Committed to empowering our clients to achieve their financial goals across generations.

Navigating your finances isn't intuitive-that's why trusted guidance matters.

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Check the background of your financial professional on FINRA's BrokerCheck. Securities offered through Kestra Investment Services, LLC, (Kestra IS), member FINRA. / SIPC.. Investment Advisory Services offered through Kestra Advisory Services, LLC, (Kestra AS) an affiliate of Kestra IS. Financial Planning Alternatives is not affiliated with Kestra IS or Kestra AS. Financial Planning Alternatives does not provide legal or tax advice. This site is published for residents of the United States only. Registered Representatives of Kestra Investment Services, LLC and Investment Advisor Representatives of Kestra Advisory Services, LLC, may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed. Neither Kestra IS or Kestra AS provides legal or tax advice. For more information, please contact our compliance department at 844-5-KESTRA (844-553-7872). https://www.kestrafinancial.com/disclosures.

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