Soham S.

About Soham S.

You just had your best quarter ever. The commission hit. The RSUs vested. The bonus landed.And somehow you\'re still stressed about money.You\'re a Tech Sales Professional. You close deals for a living. You\'re great at your job.But nobody ever taught you what to do with the money after it hits.I grew up watching my parents work extremely hard.Immigrant parents who sacrificed comfort, time, and a life back home so I could have more than they did.They worked hard. They did everything right by their standards.But nobody ever showed them how to make their money work as hard as they did.That\'s why I do this.I never want someone who works this hard to look back and realize they gave more than they kept for themselves or that they weren\'t protected when life got hard.Flat months. Monster commission months. RSUs. Bonuses. Layoffs. Accelerators. All of it.Here\'s what we work on together:§ → Tax strategy: building a plan around commissions and RSUs so less slips through the cracks§ → Income protection: life insurance and disability coverage to help protect your family if something happens or income changes§ → Variable income budgeting: a framework built around how you actually get paid — for the big months and the slow onesYour finances deserve the same attention you give your clients.What if a bad quarter was just a setback and not a crisis?You\'d never let a client struggle with a problem you could solve. Don\'t do that to yourself.Message me to get started.

Experience

1. Financial Services Professional

   GoldBook Financial

   Oct 2025 — Present · Scottsdale, AZ, US

   https://financialprofessionals.massmutual.com/soham-santikaryhttps://goldbookfinancial.com/our-team/soham-santikary/https://brokercheck.finra.org/individual/summary/78•••35

Education

• W. P. Carey School of Business – Arizona State University

  Bachelor of Science - Finance

  2020 — 2024