Rupa Pereira

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