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Hi, I'm Ari Jariwala — a CERTIFIED FINANCIAL PLANNER® professional, a native Arizonan, and someone who genuinely believes that understanding your money shouldn't require a finance degree or a decoder ring.
I founded Jariwala Financial Wellness in 2026 after 14 years at Vanguard, where I worked across just about every corner of the business — from helping retirement plan participants on the phone to leading digital product teams that shaped how millions of investors experienced their money online. That breadth taught me something important: the technical side of finance is learnable. What most people are missing isn't information — it's someone willing to sit down, explain it clearly, and build a plan that actually fits their life. That's what I'm here to do. |
I started this practice because I wanted to do financial planning the way I believe it should be done: with your goals at the center, a real plan behind every recommendation, and a fee structure that doesn't quietly chip away at your returns year after year. I charge a flat fee for comprehensive, personalized planning — not a percentage of your portfolio, not a commission on a product I'm incentivized to sell. Just clear, honest guidance.
My approach is rooted in education. My goal is for you to feel informed and confident at every step — not just to take my word for it. Clients who understand their plan stick to it. And sticking to a good plan is most of the battle.
On a more personal note: I hold a BS in Economics from Arizona State and an MBA from Drexel LeBow, and I've been a CFP® professional since 2020. I live in the East Valley with my husband — we met at Vanguard, bonded over spreadsheets, and haven't looked back — and our two young kids, who keep life appropriately chaotic. When I'm not in planning mode, you'll find me lifting weights, deep in a book, or mapping out our next family trip.
If you've been putting off getting your financial life organized because it felt overwhelming, or because you weren't sure who to trust — I built this practice for you. Let's talk.
My approach is rooted in education. My goal is for you to feel informed and confident at every step — not just to take my word for it. Clients who understand their plan stick to it. And sticking to a good plan is most of the battle.
On a more personal note: I hold a BS in Economics from Arizona State and an MBA from Drexel LeBow, and I've been a CFP® professional since 2020. I live in the East Valley with my husband — we met at Vanguard, bonded over spreadsheets, and haven't looked back — and our two young kids, who keep life appropriately chaotic. When I'm not in planning mode, you'll find me lifting weights, deep in a book, or mapping out our next family trip.
If you've been putting off getting your financial life organized because it felt overwhelming, or because you weren't sure who to trust — I built this practice for you. Let's talk.