Occams Wealth

Occams Wealth is a one-stop-shop for individual, family, and commercial financial solutions. We provide insurance, financial planning, and tax advisory to protect your assets, grow your money, and save on taxes.

Our Mission

Life can get complicated. Feeling secure with your assets and future does not have to be. At Occams Wealth, we are on a mission to bring you and your family financial protection, planning, and peace of mind through comprehensive solutions at each stage of your life.

Team Members

Anupam is a serial entrepreneur who has co-founded over half a dozen organizations. In his diverse roles in the fields of Business, Finance, Risk Management, and Strategic Consulting, he has created immense value for several organizations across the globe. Anupam is widely recognized as an innovative business thinker whose lateral solution finding skills have helped optimize the available resources for small and medium scale businesses.
Anupam co-founded Occams Advisory in 2011 and has served as the CEO since 2012. Under his leadership, Occams has achieved over 800% growth year over year over the last 3 years. Anupam has advised many CEO and boards in the capacity of financial, operations, and strategic consultants.
Under his leadership, Occam has achieved exceptional results for its clients across industries and geographies.
Prior to founding Occams, Anupam spent over half a decade on Wall Street with distinguished names like Barclays, Bank of America Merrill Lynch, Fidelity Investments, and Bank of Nova Scotia. Anupam has also worked for Siemens Telecom and a highly successful dot com.
Anupam is an alumnus of Delhi University’s prestigious Shriram College of Commerce, New York University’s Stern School of Business, and London Business School. Since 2005, he also serves on the Board of Child | Literacy, a New Jersey charity dedicated to the social and educational needs of children 6-18.


David is a goal-driven, interactive, and creative leader, with excellent entrepreneurial, financial, analytical, and problem-solving skills. A result-focused and growth-oriented leader with executable strategic thinking, David has played various roles across the world. He spent many years with global banks in Europe before starting his entrepreneurial career in the United States.
As the CEO of the Personal Finance Division of Occams Group, he is entrusted with the responsibility to lead a large team of Personal Finance Advisors who provide mission-critical guidance to over ten thousand clients across the United States.  David also is a lateral thinker whose critical inputs for our strategic vision have powered our growth. As a serial entrepreneur, David is adept at juggling many roles with unparalleled competency and his all-round abilities ensure that Occams’ strategic vision keeps pace with the client's needs and aspirations as well as the market & industry trends.
David lives and works from Sarasota, FL. As a father of two boys, a dedicated husband, a caring son, and a widely liked community leader, David balances many roles in personal life too. And when he gets a few minutes to himself, he catches up with soccer, rugby, and cricket or sets out to the beach for some much-needed fun on the water.


Rajat is an associate member of the Institute of Chartered Accountant of India with invaluable experience in financial reporting and accounting covering a variety of industries. He has worked with several start-ups. Rajat has hands-on experience of providing professional advice in strategic sectors such as financial reporting, taxation and auditing, accounting, and corporate finance. Even though he is one of the youngest Chartered Accountants in India, he has served several clients with distinction.


Cabretta is a licensed specialist in Life, Health, Property and Casualty insurance and Occams customer service representative. She has been in the insurance industry for two years as an independent life insurance agent and three years with Farmers.
As a former substitute teacher and leasing agent, as well as a single parent, Cabretta brings empathy and patience to her role in engaging and educating existing and potential customers with respect to their insurance needs.

Vardhman Shah
Co-Head - Quality & Control at Occams Advisory
Vardhman Shah