Our Mission
We're dedicated to helping first-generation immigrants achieve financial prosperity through deeply researched, data-driven strategies. By making personal financial advice more accessible and transparent, we empower our clients to build generational wealth while focusing on what truly matters.
Why Choose Invest Peacefully?
Ethical Standards
Unbiased and fiduciary standard, we are obligated by law to make recommendations which are in your best interest. No hidden agenda or fees.
Stress-Free Approach
Our methodology removes anxiety from financial decisions, letting you sleep soundly knowing your investments are working for you.
Data-Driven Strategies
We combine proven investment principles with cutting-edge analytics to optimize your portfolio performance.
Personalized Guidance
Every investment plan is tailored to your unique financial goals, risk tolerance, and timeline.
Financial Education
Resources and guidance to help you understand the markets and make confident decisions about your financial future.
Meet the Team
Our leadership team brings over 20 years of combined experience in financial services, with diverse expertise and personal connections to our mission. Each member contributes unique insights from their own immigrant experiences or family histories.
Abhishek Goel
Founder & CEO
National Institute of Technology undergrad and Harvard graduate certified with 20+ years in Banking, Wealth & Asset Management industry. First-generation Indian-American passionate about financial education.
PROFESSIONAL QUALIFICATIONS
Leveraging two decades of specialized financial knowledge in complex structured products, Retail Wealth Management, and institutional Asset Management at renowned global financial firms, I bring a unique insight into maximizing your wealth through strategic risk and tax management solutions.
1
2003-2005
Countrywide – Mortgage Securities
2
2005-2011
Merrill Lynch – Private Wealth Management
3
2011-2016
Management Consulting for BNP Paribas, BofA, JPMC, Fidelity, MetLife
4
2016-2021
State Street Corporation – Institutional Asset Management
Complex Product and ROI Strategies
5
2018-2020
Harvard Graduate Program in Digital Strategy, Data Driven Leadership, and Product Management
6
2022 - 2024
Wells Fargo (2021-2024)
Led Product teams on Strategy, Digital and Innovation
7
2021 - Present
Founded Invest Peacefully
Highest Fiduciary Standards
FINRA Series 7 & 66 certified
Our Investment Philosophy
Our proven approach follows these strategic steps to build and protect your financial future:
Build Wealth
Through systematic investing in initial years of working, we establish the foundation for your financial future.
Optimize for Taxes
We leverage tax-deferred or tax-free growth opportunities to maximize your investment returns.
Protect Your Wealth
Strategic diversification and effective risk management safeguard your assets against market volatility and economic uncertainty.
Transfer Efficiently
Multi-generational wealth management and legacy planning ensure your financial achievements benefit those who matter most to you.
Ready to Invest Peacefully?
Start Your Journey
We've guided hundreds of families toward financial success with personalized strategies tailored to their unique goals and dreams. Transform your financial future by investing just 60 minutes in our comprehensive, results-driven consultation.
Discover Your Path
Receive a customized financial roadmap designed specifically for your family's needs, priorities, and long-term aspirations.
Achieve Financial Security
Experience the confidence and peace of mind that comes from watching your wealth grow with a strategy aligned to your values.