As a Financial Planner, Srikant "Sri" Jonnada helps individual and businesses establish a comprehensive plan that address all financial objectives. Additionally, he offers a variety of services and products that can help you meet a number of insurance and financial needs, including, but not limited to retirement planning, investment management, business succession and estate planning, income prote
ction through life and disability insurance, managing costs for extended periods of care and lifetime income strategies. We work well with your other advisers such as attorneys, accountants, and wealth managers. Together, we work to ensure that your planning is aligned with your objectives and your values. Contact us, we know what to do, and we do it well. Srikant Jonnada is a Financial Planner and Financial Advisor at AccounTable Wealth Planing, offering investment advisory services through Plan Group Financial LLC, A Registered Investment Adviser
Srikant Jonnada is not licensed in all jurisdictions. His Arkansas Insurance License number is 12265441. His California Insurance License number is 0I74877. Journey Financial Strategies, DBA AccounTable Wealth Strategies, is not owned or operated by Plan Group Financial or its affiliates. Any testimonial on this site is based on an individual’s experience and may not be representative of the experience of other customers. These testimonials are no guarantee of future performance or success. Registered branch address:
101 NE 82nd St
Suite 200
Oklahoma City, OK 73114
405-848-1099
