About
Life is a journey of learning about a multitude of diverse subjects, yet, we seldom learn…
Activity
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An OPERS client called in a panic after getting a large raise at work to realize his OPERS retirement projections started decreasing if he kept…
An OPERS client called in a panic after getting a large raise at work to realize his OPERS retirement projections started decreasing if he kept…
Liked by Gautam M. Pai, CWS®, AIF®
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It's severe weather season in northeast Ohio which means it's a good time to review your insurance needs as part of your comprehensive financial…
It's severe weather season in northeast Ohio which means it's a good time to review your insurance needs as part of your comprehensive financial…
Shared by Gautam M. Pai, CWS®, AIF®
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SilverSneakers grants free access to over 15,000 fitness locations across America. Call ahead to find out if your local gym participates. You might…
SilverSneakers grants free access to over 15,000 fitness locations across America. Call ahead to find out if your local gym participates. You might…
Shared by Gautam M. Pai, CWS®, AIF®
Experience
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Balanced Financial Concepts
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Education
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The Ohio State University
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- Specialization in Evolution, Ecology and Organismal Biology
- Minor in Spanish
- Focus on Business
Licenses & Certifications
Languages
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English
Native or bilingual proficiency
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Spanish
Professional working proficiency
Organizations
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Business Networking International (BNI) Chagrin Valley Chapter
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-The mission of BNI is to help members increase their business through a structured, positive and professional referral marketing program that enables them to develop long-term, meaningful relationships with quality business professionals. With over 220,000 members in 8,000-plus chapters worldwide, BNI is the world’s leading referral organization. In 2017 alone, BNI member referrals have generated $13.6 billion USD in revenue for our member businesses
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The Cleveland Professional 20/30 Club
Social Director, President-Elect, President
-The Cleveland Professional 20/30 Club is the longest-running young professional association in Northeast Ohio. Through our mission and vision, we aim to enrich the lives of young professionals, fostering the future leaders of our city. As an independent, open and inclusive group, our membership is as diverse as our interests, representing a wide range of cultures, backgrounds and professions, and touching the lives of more than 1,000 young professionals through our programs on an annual basis.
More activity by Gautam M.
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By focusing on your health, eliminating harmful habits, and employing preventative care, you may be able to improve your self-confidence and quality…
By focusing on your health, eliminating harmful habits, and employing preventative care, you may be able to improve your self-confidence and quality…
Shared by Gautam M. Pai, CWS®, AIF®
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SilverSneakers is a versatile and free fitness plan for Medicare recipients. Not every insurance company that has Medicare Advantage or other…
SilverSneakers is a versatile and free fitness plan for Medicare recipients. Not every insurance company that has Medicare Advantage or other…
Shared by Gautam M. Pai, CWS®, AIF®
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Your home is one of your most important financial assets. That's why your insurance policy should be a part of your regular financial fitness…
Your home is one of your most important financial assets. That's why your insurance policy should be a part of your regular financial fitness…
Shared by Gautam M. Pai, CWS®, AIF®
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You hear over and over again how important it is to maintain a healthy lifestyle. But being healthy for its own sake isn't easy—especially when…
You hear over and over again how important it is to maintain a healthy lifestyle. But being healthy for its own sake isn't easy—especially when…
Shared by Gautam M. Pai, CWS®, AIF®
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Debt—and the stress it causes—is often a persistent problem. If your stress system stays activated over longer periods of time, it can lead to…
Debt—and the stress it causes—is often a persistent problem. If your stress system stays activated over longer periods of time, it can lead to…
Shared by Gautam M. Pai, CWS®, AIF®
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Our Balanced Financial Concepts team is here to help you plan for financial fitness! But we've also got a few physical fitness tips along the way as…
Our Balanced Financial Concepts team is here to help you plan for financial fitness! But we've also got a few physical fitness tips along the way as…
Shared by Gautam M. Pai, CWS®, AIF®
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Like your physical fitness, it can be easy to put off making healthy financial fitness decisions until a later date. But procrastination, especially…
Like your physical fitness, it can be easy to put off making healthy financial fitness decisions until a later date. But procrastination, especially…
Shared by Gautam M. Pai, CWS®, AIF®
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To all the dads out there: wishing you a happy, restful Father's Day from the Balanced Financial Concepts team!
To all the dads out there: wishing you a happy, restful Father's Day from the Balanced Financial Concepts team!
Shared by Gautam M. Pai, CWS®, AIF®
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June is National Men's Health Month. We have been focusing on financial fitness this month but did you know your physical health can impact your…
June is National Men's Health Month. We have been focusing on financial fitness this month but did you know your physical health can impact your…
Shared by Gautam M. Pai, CWS®, AIF®
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Insurance is a key component of any financial and retirement plan. June 28 is National Insurance Day. Give us a call to review your insurance needs…
Insurance is a key component of any financial and retirement plan. June 28 is National Insurance Day. Give us a call to review your insurance needs…
Shared by Gautam M. Pai, CWS®, AIF®
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Our Balanced Financial Concepts team is here to help you plan for financial fitness! But we've also got a few physical fitness tips along the way as…
Our Balanced Financial Concepts team is here to help you plan for financial fitness! But we've also got a few physical fitness tips along the way as…
Shared by Gautam M. Pai, CWS®, AIF®
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Did you know? Financial fitness and physical fitness can go hand in hand. Contact our team for a financial fitness assessment and to build a…
Did you know? Financial fitness and physical fitness can go hand in hand. Contact our team for a financial fitness assessment and to build a…
Shared by Gautam M. Pai, CWS®, AIF®
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This week's team member needs no introduction! Gautam specializes in providing customized financial guidance for the unique situations of his select…
This week's team member needs no introduction! Gautam specializes in providing customized financial guidance for the unique situations of his select…
Shared by Gautam M. Pai, CWS®, AIF®
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How's your financial fitness? This month we'll be highlighting resources, tips and ideas for you to evaluate and set your own financial fitness…
How's your financial fitness? This month we'll be highlighting resources, tips and ideas for you to evaluate and set your own financial fitness…
Shared by Gautam M. Pai, CWS®, AIF®
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