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Seelan Subramaniam

Tax and Wealth Advisor at Advanced Tax Consulting LLC and Seelan Wealth Strategies LLC
Intro Book
Seasoned tax and wealth advisor delivering comprehensive financial solutions.
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Location
Tulsa, Oklahoma, United States, US
Skills
  • Retirement
  • Entrepreneurship
  • Negotiation
  • Strategic Planning
  • Business Development
  • Show all
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Bio

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Seelan Subramaniam is a seasoned tax and wealth advisor with 34 years of experience in strategic planning, business development, and asset management. He holds a PhD in Finance from the University of Essex and certifications from the National Association of Estate Planners & Councils, The American College of Financial Services, and the Fellowship of Graduate Estate Planning Consultants. He provides thought leadership in tax planning, financial planning, and wealth management to clients in the Tulsa, Oklahoma Area.

Credentials

  • AEP (Accredited Estate Planner)
    National Association of Estate Planners & Councils
    May, 2017
    - Apr, 2026
  • CLU (Certified Life Underwriter)
    The American College of Financial Services
    Jan, 2016
    - Apr, 2026
  • GEPC (Graduate Estate Planning Consultant)
    Fellowship of Graduate Estate Planning Consultants
    Sep, 2003
    - Apr, 2026
  • ChFC (Chartered Financial Consultant)
    The American College of Financial Services
    Oct, 1998
    - Apr, 2026

Experience

  • Advanced Tax Consulting LLC and Seelan Wealth Strategies LLC
    • Tulsa, Oklahoma Area
    • Tax and Wealth Advisor
      • Nov 1989 - Present
      • Tulsa, Oklahoma Area

      There are thousands of advisors who will only pick and/or manage investments. There is an equal group that will only create a financial plan, or have a limited set of options, such as insurance products, to create a solution. We at Advanced Tax Consulting,LLC and Seelan Wealth Strategies,LLC believe our clients deserve more than that. We provide thought-leadership in all aspects of our clients tax planning, financial picture, mentoring them to make solid financial decisions that are consistent with their values and goals. So often clients hear from a broker, “you’ll have to ask your CPA that”, “that’s an insurance question”, or “you’ll have to ask an attorney to see if you need a trust”. It is rare to find an advisory team that has the experience and demonstrated competency, backed by credentials, to handle the myriad of issues that should arise in complex tax planning, investment and wealth management. We are among the few.Our network of professionals will show you how proactive tax planning can have significant tax savings.Building and preserving your personal wealth requires specialized attention. We give you one-on-one guidance and a comprehensive financial plan that helps manage risk, improve investment performance, and ensure the growth and longevity of your wealth.Our focus is to help our clients to minimize market fluctuations and meet their financial goals.Navigating today’s business and personal tax environment requires professionals who can help you comply with increasingly complex regulations while also minimizing their impact. Constantly changing rules means having a team who knows you, your business and the tax implications. Our professionals meet your investment needs, helping you manage tax risk, control costs and reap maximum benefit.

  • Thinkst Applied Research
    • World wide
    • Market Development Executive
      • Oct 2014 - Feb 2016
      • World wide

      Market Development for Thinkst Applied Research http://www.thinkst.com

Education

  • 1995 - 1996
    Oklahoma City University
  • 1983 - 1987
    Oklahoma State University
    Bachelor's degree, Management Information Systems, General
  • University of Essex
    Doctor of Philosophy (PhD), Finance, General

Suggested Services

This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection

Industry Focus. “Accounting and Auditing”

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