Supriya Pai - President & CEO, Legacy Wealth Planner, LLC

Smart people with good ideas and a lot of grit can change the world. I have Bachelor of Business Management, Enrolled Agent (EA) and Security Licenses with FINRA. I am delighted and humbled to announce that I am taking over as the Chief Executive Officer of Legacy Wealth Planner LLC! It is an incredible honor to lead this esteemed organization and work with a team of dedicated professionals.

As the co-founder of MyTaxFiler, I have been privileged to assist individuals and businesses in managing their finances effectively and witnessing their success has been the most rewarding experience.

Now, I am thrilled to embark on this new chapter at Legacy Wealth Planner. Together with this remarkable team, I am committed to providing top-quality tax and consulting services to our valued clients. Personalized long-term planning and investment management will be at the core of our mission, as we aim to help our clients reach their financial goals and secure their futures.

I am a people’s person and love meeting people, building and maintaining relationships, understanding what makes someone tick and what makes someone unique. My tools are communication, collaboration, information synthesis, creative thinking, and problem-solving. I am passionate about women empowerment and am committed to providing them opportunities in consideration with their well-being; more than fifty percent of my work force is women.

When not firefighting at work; I love cooking a sumptuous meal for my family. Spending time with family and friends, exercising, dancing and traveling completes my version of living a full life.