Rupa Pereira EA, CSLP, AIF is a Student Loan Consultant at Student Loan Planner and Tax Manager for SLP Wealth. Prior to working with SLP Wealth, Rupa founded FWJ Planning, a virtual, advice-only planning firm for women-led households. Before specializing in personal finance and financial planning, she enjoyed a long career in corporate finance and tech consulting.
Rupa lives in Raleigh-Durham, NC with her husband and Gen Z teen daughters. She enjoys a game of sudoku and a hot cup of chai-latte to unwind after a busy workday.
Student Loans, Tax Planning, Budgeting, Investment Planning
Rupa earned an MBA from UNC, Chapel Hill and has a bachelor’s in Electronic Engineering from Mumbai, India.
Certified Student Loan Planner (CSLP®)
Accredited Investment Fiduciary (AIF)
Enrolled Agent (EA)
FINRA Series 65
Certified Financial Planner (CFP®) Candidate