Bhavna Ahluwalia works closely with business owners, business professionals, and medical professionals as they navigate financial decisions that become more complex as their income and responsibilities grow. 
 
Her background is in business analytics, brand development, and growth strategy, where she spent years working with companies and entrepreneurs to understand how businesses are built, scaled, and managed behind the scenes. That experience continues to shape the way she approaches financial conversations today. 
 
In her current work, Bhavna focuses on helping clients think through how their income, risk, and long-term priorities are structured—both personally and within their businesses—as things evolve over time. Much of her work is centered on conversations that business owners don’t always think about early on, but become critical as they grow. 
 
She is also the founder of Paw Clawset, a direct-to-consumer brand she built from the ground up, with a portion of proceeds supporting animal rescue efforts. Being a business owner herself gives her a practical perspective and a deeper understanding of the decisions, pressures, and responsibilities that come with building something of your own. 
 
Bhavna’s approach is straightforward and thoughtful, centered on helping clients understand their options so they can make informed decisions with clarity and confidence. 
 
Based in Newport Beach, California, she works with clients across a range of industries, building long-term relationships grounded in trust and consistency.