Our Team

PRINCIPAL & FOUNDER

Sekhar Vemparala, CFP®, CLU®, ChFC®, CAP®, leads Wealth Planning Advisory Group, specializing in wealth preservation, philanthropic planning, and legacy strategies for high-net-worth clients. Creator of the wealthDNA® process, he delivers data-driven financial solutions tailored to individual needs. A Top of the Table MDRT member and Forum 400 qualifier, Sekhar is recognized for achieving exceptional results. He also contributes to the community through leadership roles with the Hindu Temple & Cultural Society and Somerset Valley YMCA.

SENIOR ADVISOR

Madhavi Vemparala brings extensive experience in financial planning, investment strategy, and wealth preservation, guiding individuals, families, and businesses toward their goals. Known for her collaborative approach and attention to detail, Madhavi delivers tailored strategies to grow and protect wealth for future generations.
Her commitment to client success makes her an invaluable resource for those seeking to grow and protect their wealth for the future.

SENIOR ADVISOR, OPERATIONS

Vipin brings a strategic and analytical approach to wealth management, combining an MBA from the Indian Institute of Management with experience in marketing, risk analysis, and portfolio management. At WPAG, he specializes in tailored strategies for high-net-worth individuals, addressing complex financial needs and preserving legacies. His background includes leadership roles managing multimillion-dollar budgets, driving digital transformation, and delivering measurable results. Vipin helps clients achieve long-term growth and stability with clarity and foresight.

CLIENT SUCCESS MANAGER

Laura Tamasaukas is a results-driven Client Success Manager at Wealth Planning Advisory Group. With expertise in mortgage processing, client support, and training coordination, she excels at streamlining processes and fostering client relationships. Laura’s background includes managing complex financial documentation, coordinating high-value client interactions, and ensuring seamless operations in fast-paced environments. Laura combines analytical skills with a client-focused approach. Dedicated to helping clients achieve their financial goals, Laura is a strategic asset to Wealth Planning, delivering exceptional service and results in every engagement.

SENIOR ADVISOR, FINANCIAL OUTCOMES

Madhu’s a results-driven senior financial services manager with extensive expertise in client engagement and development, marketing strategies, and delivering tailored financial solutions. Recognized for exceptional performance in wealth management, investments, mortgages, retail & commercial banking, she has a proven track record of coaching and training high-performing teams to achieve organizational success.

Madhu holds a Master’s in Retail Bank Management and received her Bachelor’s in Economics from Rutgers University.  She previously served as Board President for Middlesex County Child Assault Prevention for over 15 years, and currently serves on the Board of Directors as Board Treasurer for Manavi, a non-profit organization serving to end all forms of gender violence in the South Asian community.

CHIEF WEALTH STRATEGIST

Aaron is a financial strategist with expertise in optimizing investment strategies and delivering measurable outcomes. While consulting for HSBC through FactSet, he streamlined attribution systems, enhanced risk management, and improved reporting for portfolio managers. At FactSet, Aaron spearheaded the growth of the generative AI division, establishing 30 partnerships and solving challenges in company research and competitive intelligence. His work in multi-asset analytics reduced report runtimes by up to 50%, boosting efficiency and client impact. Focused on value creation, Aaron specializes in designing financial solutions that drive growth and empower financial growth for clients.

FINANCIAL ANALYST, PORTFOLIO MANAGEMENT

Darsh specializes in asset management and quantitative strategies, blending analytical precision with a personalized approach to portfolio management. A Financial Engineering graduate from Stevens Institute of Technology, he began his career at Morgan Stanley, excelling in portfolio optimization, alternative investments, and client relationship management.

Darsh’s expertise spans multiple asset classes, enabling a holistic view of wealth-building opportunities. His commitment to ethics, attention to detail, and tailored strategies empower clients to achieve financial security and long-term growth. Darsh also loves poetry, travel, and is a black-belt martial artist.

FINANCIAL PLANNER

Manan Chavda combines expertise in financial analytics, risk assessment, and portfolio optimization to deliver tailored strategies for high-net-worth clients at Wealth Planning Advisory Group. A CFA and FRM Level 1 candidate, he translates complex financial data into actionable insights that mitigate risks and unlock opportunities. Proficient in tools like eMoney Advisor and Black Diamond, Manan enhances portfolio performance while ensuring meticulous accuracy in trade reconciliations and financial planning. Rooted in precision and client trust, his strategies drive long-term growth and clarity, empowering clients to achieve their unique financial goals with confidence.