Yatin M. Savani
Yatin Savani oversees our tax team and is an integral part of ensuring we stay accurate, efficient, and compliant with the latest changes to the U.S. tax code. As a Certified Public Accountant with Big Four experience, Yatin also manages our bookkeeping team and is a trusted leader in our partnerships with wealth advisers and RIA firms.
Yatin earned his Bachelor of Science in Accounting degree and his Master of Business Administration degree at Florida Southern College.