My name is Alok Upadhyaya. My goal is to guide all clients through their life journey by providing financial advice that will allow them to achieve their goals. While I am just starting my career as financial advisor, my passion for helping others understand the importance of financial investment and planning is not new. Financial literacy is a core skill set that everyone should have.
I have 30+ years of leadership experience in the US Army and extensive experience in contracting and logistics with the Department of Defense. Currently, I am a senior procurement analyst with the City of Richmond.
I graduated from the College of William & May with a Bachelor’s degree in Economics and International Relations. I have a master’s degree in Public Administration from Central Michigan University. I recently passed the 6, 63 and 65 exams.
My spouse, Elizabeth, and I enjoy living in the City of Richmond. I am an avid runner who enjoys running along the James River.
Bridging where you are to where you want to be through timeless financial advice / Contact us today to get started!
James River Wealth Advisors
15521 Midlothian Turnpike, Suite 100
Midlothian, VA, 23113
P: (804) 302-0502
Securities offered through J.W. Cole Financial, Inc (JWC) Member FINRA/SIPC. Advisory Services offered through James River Asset Management LLC. James River Wealth Advisors and James River Asset Management LLC are unaffiliated entities of J.W. Cole Financial.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
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