About Founder
Meet the Founder of Cointree
Vikas Agarwal
Vikas Agarwal, the visionary founder of Cointree, brings over 20 years of extensive experience in the wealth management industry. He is a Certified Financial Planner (CFP®), demonstrating his commitment to maintaining the highest standards of professionalism and ethical conduct in financial planning.
Experience and Expertise
Vikas has excelled in financial markets, offering personalized solutions in investment, retirement, and estate planning.
Philosophy
Vikas prioritizes client goals, building long-term relationships on integrity and transparency for financial success.
Commitment to Clients
Cointree's proactive, personalized approach ensures tailored strategies and expert guidance for confident financial journeys.
Vision for the Future
Vikas aims to expand services and use technology, adapting to changes while ensuring client satisfaction.
