ABOUT JASMINE GAUTAM
Hello! I’m Jasmine. I grew up in Mumbai and came to Massachusetts by way of Toronto. When I’m not working, I enjoy long brisk walks, boot camps, and reading psychological and mystery thrillers.
As a Founding Partner, Chief Operating Officer, and Chief Compliance Officer, I’m the primary point of contact for Launch Financial Planning clients. I ensure that their needs are carefully and thoughtfully heard and responsively and accurately attended to daily.
I lead the selection, implementation, and optimization of our multiple systems and tools to keep the business running efficiently and I generate client quarterly reports and maintain compliance with all regulators.
Looking back, I was always intrigued by economics, the psychology of money, and understanding humans’ wants and needs. I had my “aha” moment when I was working as an accountant and a friend described an opening with a brokerage firm, which launched my journey in finance. I haven’t looked back since. Early in my career, I was fortunate to gain first-hand experience with varied tasks that are crucial to the functioning of a financial firm. I’m grateful for a very supportive boss who was the best mentor anyone could have, instilling in me a deep love for finance and numbers.
I’ve experienced the thrills of day trading and visiting the stock exchange. Seeing people “trade” is an experience I’ll never forget. In addition, I’ve logged time on the tedious and often glossed over back-office functions, along with designing personal software for client’s portfolios, understanding technical charts and trends, market movements, researching different investment products, option trading, fundamental analysis, and the very core of the business – client servicing.
Before co-founding Launch, I spent eight years as Operations Director for a Boston area financial planning firm, and I have more than 16 years of prior experience in foreign financial markets in Mumbai and Toronto.
I live in Andover, MA with my husband and two children, and enjoy fun travel adventures and making memories with my family.
WHY CHOOSE US?
True financial planning encompasses your entire financial life, from cash flow, college and retirement planning to risk and tax mitigation, to philanthropy and estate planning.
We begin by understanding your goals.
We will proactively look at your entire financial picture, create a personalized, holistic plan and educate you throughout the process.
As a fiduciary firm, we bring the highest level of objectivity and transparency to families, businesses, and organizations – at all times.
We will always either completely avoid or disclose any conflicts of interest and do what is best for the client.
Notably, the majority of financial advisors are not legally held to this standard, and they face potential conflicts of interest that can position their interests against those of their clients.
Launch is among the minority – a true fiduciary, legally bound to put our clients’ interests first at all times. You can rely on that.