Advisor Profile

Birju Munshi

Associate Director, Wealth Management

Birju is passionate about all things finance, and loves providing financial education so that clients can make smart financial decisions with confidence.

Birju serves as a trusted advisor and provides wealth-management services to successful individuals and families, such as medical professionals, business owners, and senior executives. His expertise includes retirement planning, college savings, charitable gifting, Social Security maximization strategies, and insurance and income-tax planning.

Outside the firm, Birju loves spending time with his fiancée and their respective families.  He enjoys being a great uncle to his three nephews.  In his spare time, Birju loves staying active, traveling, exploring new cultures, and learning about the newest consumer electronics and technology products.


  • Bachelor of Science, Finance – DePaul University