poonafinanceclub

Guide Financial Planning

About Us

Building Financial Confidence for Every Young Professional

We simplify personal finance with clarity and trust.
Your goals become our mission as we guide your financial journey.

Our Vision

To become India’s most trusted, reliable, and accessible financial advisory brand. A place where individuals feel confident making informed financial decisions. We aim to inspire financial independence through clarity, integrity, and innovation.

Our Mission

To simplify personal finance with transparent, unbiased, and easy-to-understand guidance. We create personalised investment strategies that align with every client’s goals and lifestyle. Our mission is to empower young professionals to build long-term wealth and take confident control of their financial future.

MF Schemes Covered
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Clients Served
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Policies Issued
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Services Offered
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What We Do

We simplify personal finance by creating tailored strategies to help you plan, protect, and grow your wealth confidently.

Meet our team

Tom Markowitz, PhD

Founder of Financ

John Goines

President and Chief Executive

Randy Wacek

Investment Specialist

James Burton

Chief Marketing

Michelle Brownstein

Chief Marketing

Brendan Erne

Chief Marketing

Mark Goines

Chief Marketing

Luis Aguilar

Chief Marketing