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Financial Planning Manager
Priya Lasrado is currently the full time Client Services Manager, though her role has expanded far beyond this in her 6+ months here. Since starting in July 2017, after graduating CUNY Baruch with a degree in Accounting and two minors in Law & Policy and Journalism, Priya has grown from a more clerical role to one that entails financial analytics and the “nitty gritty” details of financial planning. She continues to further her education and role with us, recently becoming a Notary Public, and is now pursuing her RICP and Series 7 for the coming year. Priya enjoys tackling the analytics side of the business, but in her spare time you can find her cooking, reading, or doing yoga in her lifelong pursuit of becoming a human pretzel.
Getting to Know Priya
Homemade macaroni and cheese!
“Stop acting so small. You are the universe in ecstatic motion.” - The Poet, Rumi
Favorite TV Show
Last Week Tonight with John Oliver
Invitation to a Beheading – Vladimir Nabokov
What Motivates you
An equal tie between my parents and my desire to not be bored (or worse! A boring person).
Place you would like to visit the most
If you could switch places with someone for a day who would you be and why?
I would be Elon Musk so I could use some of the heaps of his money to design sustainable quality infrastructure and get Flint clean water.