Citi Personal Wealth Management helps you connect future aspirations and present needs. Whether you are looking ahead to retirement, planning a child’s education or focused on managing your day-to-day finances, we can help develop a financial plan designed around what’s most important to you.
Backed by Citi’s wealth planning process and global product and research capabilities, an experienced Citi Personal Wealth Management Wealth Advisor will work with you – from identifying your financial goals to helping you make them a reality. We’ll also work with Citi colleagues in banking and lending to help simplify your finances. At Citi Personal Wealth Management, we can help put the pieces of your financial picture together in a way that makes sense for you.
Viral "Rocky" Nayak is a Senior Wealth Advisor with a passion for helping high net-worth clients achieve their financial goals. With 15 years of experience in the industry and holding a Certified Financial Planner® (CFP) designation, he has become a trusted advisor known for his experience, dedication and commitment to delivering exceptional results.
Throughout his 15-year career, he has worked with a diverse clientele who entrust him with their financial affairs. He takes the time to listen attentively and gain a comprehensive understanding of their financial landscape, allowing him to tailor strategies that align with their long-term aspirations.
One of the defining characteristics of his career has been his unwavering dedication to building strong, long-lasting relationships with his clients. By fostering a collaborative environment, he works closely with his clients to develop customized strategies that reflect their unique circumstances, preferences, and long-term objectives.
Over the years, Rocky has witnessed the ever-changing financial landscape and have helped clients navigate through various market cycles and economic shifts. By staying at the forefront of industry trends, attending seminars, and continuously expanding his knowledge, he ensures that clients benefit from the most up-to-date and innovative strategies available.