Kirtan Joshi

Planning Coordinator

I am a recent graduate of Virginia Tech, where i earned a Bachelor’s degree in Financial Planning and Wealth Management. I also hold an Associate’s degree in Business administration from Northern Virginia Community College. After moving from India to Virginia at age 11, i have come to consider the Commonwealth of Virginia my home. My interest in financial services developed after transferring to Virginia Tech, where i discovered how meaningful this profession can be in helping individuals and families make confident decisions about their future.

For me, financial services goes beyond numbers. It is about empowering people with the knowledge, guidance, and tools they need to improve their lives and achieve their goals. That belief motivates me every day as i begin my career at Ascend Planning & Consulting, LLC, where i support financial advisors and their clients. Outside of work, I enjoy staying active by playing soccer, tennis, and badminton.     

• BS Financial Planning & Wealth Management – Virginia Tech
• AS Business Administration and Management – Northern Virginia Community College

Kirtan Joshi Provides administration support services only