We're dedicated to helping first-generation immigrants achieve financial prosperity through deeply researched, data-driven strategies. By making personal financial advice more accessible and transparent, we empower our clients to build generational wealth while focusing on what truly matters.
Financial Planning That Brings Joy
At Invest Peacefully, we believe financial planning should bring joy to your life, not anxiety. Our approach focuses on freeing you to pursue what matters most like spending more quality time with family and friends, engage in meaningful charity work, or anything else you care about.
While we excel at providing financial security and tax optimization strategies, we recognize that we've been put on this earth for more than just providing for our families or accumulating wealth. Our planning helps you align your finances with your deeper purpose.
Meet the Team
Our leadership team brings over 20 years of combined experience in financial services, with diverse expertise and personal connections to our mission. Each member contributes unique insights from their own immigrant experiences or family histories.
Abhishek Goel
Founder & CEO - Lead Financial and Investment Advisor
National Institute of Technology undergrad and Harvard graduate certified with 20+ years in Banking, Wealth & Asset Management industry. First-generation Indian-American passionate about financial education.
In 2000, Abhishek arrived in the United States with just $600 in his pocket, right at the dawn of the computer boom. Over the next 25 years, he conquered the first mountain—building houses in 3 states, a family, climbing the corporate ladder, securing his children's education and retirement. Now, he's on to scaling the second mountain: forging deep connections, living a purpose-driven life, and empowering others to achieve financial security and freedom.
Shweta Angne
Financial Strategist
Focused on helping women and business owners gain clarity, confidence, and control over their finances. With experience at leading financial institutions like BlackRock and Merrill Lynch, and a background supporting fast-growing tech startups, I bring both analytical rigor and real-world insight to my work. I understand the unique financial challenges and opportunities that come with managing a business, building wealth, or navigating life transitions — and I’m here to help simplify the path forward. My approach is personalized, practical, and rooted in education. Whether you’re looking to organize your finances, create a long-term plan, or make smarter money decisions day to day, I’ll work with you to build a strategy that aligns with your goals, values, and lifestyle. If you’re ready to take the next step toward financial peace of mind — I’d be honored to support you.
ABHI'S PROFESSIONAL QUALIFICATIONS
Leveraging two decades of specialized financial knowledge in complex structured products, retail Wealth Management, and institutional Asset Management at renowned global financial firms, I bring a unique insight into maximizing your wealth through strategic risk and tax management solutions.
1
2003-2005
Countrywide – Mortgage Securities
2
2005-2011
Merrill Lynch – Private Wealth Management
3
2011-2016
Management Consulting for BNP Paribas, BofA, JPMC, Fidelity, MetLife
4
2016-2021
State Street Corporation – Institutional Asset Management
Complex Product and ROI Strategies
5
2018-2020
Harvard Graduate Program in Digital Strategy, Data Driven Leadership, and Product Management
6
2022 - 2024
Wells Fargo (2021-2024)
Led Product teams on Strategy, Digital and Innovation
7
2021 - Present
Founded Invest Peacefully
8
2024
FINRA SIE, Series 7 & 66 certified
Life & Health Insurance certified
Why Choose Invest Peacefully?
Ethical Standards
Unbiased and fiduciary standard, we are obligated by law to make recommendations which are in your best interest. No hidden agenda or fees.
Stress-Free Approach
Our methodology removes anxiety from financial decisions, letting you sleep soundly knowing your investments are working for you.
Data-Driven Strategies
We combine proven investment principles with cutting-edge analytics to optimize your portfolio performance.
Personalized Guidance
Every investment plan is tailored to your unique financial goals, risk tolerance, and timeline.
Financial Education
Resources and guidance to help you understand the markets and make confident decisions about your financial future.
Ready to Invest Peacefully?
Start Your Journey
We've guided hundreds of families toward financial success with personalized strategies tailored to their unique goals and dreams. Transform your financial future by investing just 60 minutes in our comprehensive, results-driven consultation.