Meet Anjali Jariwala of FIT Advisors

Today we’d like to introduce you to Anjali Jariwala.

Hi Anjali, we’re thrilled to have a chance to learn your story today. So, before we get into specifics, can you briefly walk us through how you got to where you are today?

I began my career in tax at PwC as a CPA, working with Fortune 500 companies and high-net-worth individuals. While I valued the technical foundation and exposure to complex financial work, I always felt a strong entrepreneurial pull. As the child of immigrants, I was raised to prioritize stability over risk, which made the idea of starting a business both exciting and intimidating.

The turning point came when my husband, a physician, was pursuing his MBA and took a personal financial planning course taught by a local advisor. He suggested it might be a natural fit for me. I explored the field, earned my CFP®, and left PwC to join a large registered investment advisory firm in Chicago. After about a year, I realized I wanted to serve a different type of client—people like my husband and me: young professionals building wealth who needed help connecting all the financial pieces of their lives.

With my husband’s encouragement, I launched FIT Advisors ten years ago. Today, the firm serves physicians and business owners across the United States, specializing in high-income earners with complex tax needs. Our core focus is helping clients build healthy, confident relationships with money by understanding both the technical and emotional sides of financial decision-making.

That philosophy is deeply personal. Growing up in an immigrant household, I absorbed a great deal of “money trauma” that shaped how I approached finances as an adult. Through reflection and personal work, I came to understand how powerful our money stories can be. Now, a central part of my practice is helping clients uncover their own financial narratives so they can make decisions with greater clarity, confidence, and intention.

About five years into building the firm, many of my business-owner clients began seeking guidance beyond personal finances. Drawing on my background in tax and accounting, I expanded into fractional CFO services, helping clients align their business strategy and finances with their personal values and long-term goals.

In addition to my work in finance, I’m also a children’s book author. During the COVID-19 pandemic, I became increasingly aware of the lack of South Asian representation in children’s literature. I wanted my daughter to see herself reflected in the stories she read, so I wrote and published Why We Eat With Our Hands, a book that highlights a meaningful day-to-day cultural tradition in South Asian households.

Through both financial advising and storytelling, I’m passionate about helping people feel empowered and represented—particularly in professions where women and people of color remain significantly underrepresented. My work and perspective have been featured in CNBC, Bloomberg, U.S. News & World Report, The New York Times, USA Today, Business Insider, Investment News and more.

Alright, so let’s dig a little deeper—has it been an easy path overall? What challenges have you had to overcome?

Like most entrepreneurs, my journey has been filled with both setbacks and learning moments. About four years into building my firm, my marketing channels dried up and growth slowed significantly. This was a tough time for us financially as we relocated to Southern California, purchased a home and had a child. I needed to make a change and quickly. I reinvested in myself by launching a podcast, Money Checkup, and building a blog to establish my own voice in the industry and attract the right clients.

That momentum was quickly tested when COVID-19 hit. My husband continued working on the front lines as a physician, and my daughter, who was four at the time, had to leave preschool. I paused most of my marketing efforts to focus on supporting my family and serving my physician clients, who were facing similar pressures.

Today, I’m navigating another stage of growth—redefining what the next ten years of FIT Advisors will look like and how I want the firm to evolve.

I would never trade the entrepreneurial journey I’ve had.

Let’s switch gears and talk business. What should we know?

I run a highly specialized, niche practice. My technical background allows me to go deep in serving a specific client base, which results in a high level of service and strong client retention. I’m most proud of creating an environment where clients feel confident, informed, and able to use their money in ways that genuinely bring them joy.

I am very passionate about the work that I do. On the surface, I provide highly technical analysis and have high expectations for my team and the work we produce for clients. But underneath, the real work is helping clients understand their relationship with money to allow them the time and space to unwind some of the underlying trauma so they can utilize their money to really bring them joy.

We all define success differently. How do you define success?

For me, success is finding balance. As both an entrepreneur and a mom, I wear many hats, and true success means being present and fulfilled in both my professional work and my personal life. It is not always easy but something I constantly strive for.

Contact Info:

• Website: https://www.fitadvisors.com
• Instagram: https://www.instagram.com/_anjalijariwala/
• LinkedIn: https://www.linkedin.com/in/anjalijariwala/

Image Credits
https://genevievelauren.com/