Our Firm

Sunandan Sen is a Certified Financial Planner with over 25 years of experience in the field.  He started WISHLIST ADVISORS to serve a particular kind of client.  One who believes in a clear well thought vision of their future, with specific targets and milestones for their money.  We have decided to work only  for people who are pragmatic about the future and have realistic expectations of investment returns.

We work for people who are so successful that modest returns with high tax efficiency will allow them to achieve all their targets.  Our philosophy of the business is simple.  We will offer high quality visioning and planning for clients who will be committed to doing all their business with us, and we will help them to outsource their worries. 

Check out my background on http://brokercheck.finra.org

EVERYONE WANTS TO HELP WITH INVESTING YOUR MONEY. WHO WILL HELP WITH TAX STRATEGY, REAL ESTATE DECISIONS, FOREIGN ASSETS AND TRUST PLANNING FOR YOUR CHILDREN ? CALL US.