Aman Agarwal joined Wealth Financial Partners at the beginning of 2026, bringing nearly two decades of technology and problem-solving experience to the team. Most recently, he spent 13 years as a Solution Architect with a Fortune 500 telecommunications company, where he designed and supported complex, mission-critical systems.

Aman was already familiar with the firm before joining full-time. He previously helped implement cybersecurity tools and controls designed to strengthen the protection of clients’ sensitive personal and financial information. Today, he combines that technology background with his growing expertise in tax and financial planning to provide valuable behind-the-scenes support to both advisors and clients.

Aman has successfully passed the Series 65 and Series 63 examinations. Aman supports the team with tax preparation, tax analysis, research, projections, and financial planning.

Technology continues to be an important part of Aman’s role. With his strong understanding of technology and artificial intelligence, he helps the team evaluate practical ways to use new tools to improve day-to-day operations, streamline internal processes, and enhance the planning work performed behind the scenes.

Aman holds an MBA as well as a degree in Mechanical Engineering. Whether working with technology, taxes, or financial planning, he brings the same philosophy to his work: build strong processes, protect what matters, and continually look for ways to improve.

Favorite destination: Kerala Coast

  Favorite Food: My wife's cooking

  Favorite book: The Hitchhiker's Guide to the Galaxy (By Douglas Adams)

  Item on the bucket list: New Zealand

  What motivates you: Making a meaningful difference in live's of people around me personally and professionally

  What advice would you give your 12-year-old self: Be yourself.