Shree Guru Financial Services
At Shree Guru, we are dedicated to helping families plan for a secure and comfortable retirement
Founded by Kishore Masand, an Information Technology veteran turned financial services expert, we bring a unique blend of experience and dedication to our clients.
Kishore holds a Series 65 Securities license, Life and Health Insurance licenses, and is Long-Term Care certified. He earned his MBA in General Management from Georgia State University.
After over 20 years in Technology, Kishore transitioned to financial services, driven by the desire to help families navigate the complexities of retirement planning, especially after witnessing the struggles during the 2008 market collapse and the Covid roller-coaster.
Retirement should be a time when you're enjoying the good life, not worried about what could go wrong
As a fiduciary, we prioritize detailed analysis and personalized planning for clients approaching or already in retirement.
At Shree Guru, we are not captive to any specific company or provider, allowing us to focus solely on our clients' unique needs and situations. We strive to offer suitable solutions based on individual time horizons and risk tolerance.
Join us at Shree Guru, where your comfortable retirement is our all-important "WHY."
401(k) rollovers | Annuities | Life Insurance | Health Insurance
Estate Plans | Retirement Planning | Tax Mitigation Strategies
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