You work directly with Purnima — supported by a vetted circle of professionals, so every pillar of your plan is handled by the right expert.
Lead StrategistPurnima guides families through every pillar of wealth — from buying a first home to protecting income, planning retirement, saving for college, and creating a lasting legacy. She is also a commissioned Washington public notary.
Serving as Realtor – Bothell · Bellevue · Shoreline · Sammamish · Woodinville · Kirkland
Serving as Wealth Management Advisor – Nationwide across the USA
A small, dedicated team that knows your family by name — so nothing falls through the cracks between meetings.
ProtectExperience
A decade of analytical precision and dedicated community leadership — helping individuals and families protect what matters most and plan for the future with confidence.
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Financial Professional
BuildExperience
25+ years bridging IT leadership, real estate, and financial advisory — guiding families toward holistic wealth creation with integrity and personalized strategy.
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Financial Advisor
GrowExperience
25+ years in data platforms and AI leadership — bringing systematic risk management and data-driven precision to personal wealth strategies.
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Wealth Strategist
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EducateExperience
20+ years in technology leadership and financial planning — guiding families through long-term wealth creation, college funding, and holistic legacy protection.
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Financial Planner
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GrowExperience
20+ years as a software engineer at Experian, Qualcomm, Sony, and Cisco — bringing analytical discipline to wealth growth and preservation strategies.
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Wealth Strategist
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BuildExperience
Senior technology leader with experience steering complex execution and enterprise growth — dedicated to helping clients navigate strategic financial and technology decisions.
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Strategic Advisor
Purnima coordinates the specialists your plan needs, so you never have to manage them alone. One point of contact, one connected strategy.
Pre-approvals, loan options, and refinancing aligned with your long-term plan — not just today’s rate.
Licensed attorneys who draft wills, trusts, and powers of attorney once your legacy strategy is designed.
Coordination on tax-efficient retirement, rollovers, real estate, and business decisions.
Access to multiple carriers so life, income, mortgage, and key person coverage fit your needs and budget.
Smooth, secure closings — with notary services available to keep signings simple.
Trusted eyes on condition and renovation costs before you commit to a property.
Purnima BansalYour single point of contactPartner introductions are made based on your needs. You are always free to work with professionals of your choosing.
Mentorship, hands-on training, and licensing guidance for driven people who want a flexible, mission-driven business in financial services.
A free, no-pressure conversation about where you are today and where your family wants to go.