Suba Narla

Suba Narla is a Financial Advisor, Wealth Strategist and Founder of Wealth Strategies USA, as well as a writer and educator focused on retirement income and tax strategies across the full spectrum of household wealth.

His work centers on a simple premise: the mechanics of a good retirement plan, from how withdrawals are sequenced and when Roth conversions make sense to how guaranteed income is built and how estate structures are designed, are the same regardless of net worth, even as the tools available and the risks that dominate change dramatically as assets grow. He especially enjoys converting clients' tax-deferred income into tax-free income.

Over more than 20 years he has helped hundreds of families prepare for retirement. His six-book Pivot Series brings that experience to readers in plain English, with a healthy dose of humor and a firm belief that retirement money is meant to be enjoyed.

Married for more than forty years and the proud father of two physicians, he is, by his own account, a far better grandfather than golfer. His favorite words to say out loud remain "Bora Bora."

Suba is an independent insurance broker affiliated with several insurance companies, including American Equity, Annexus, Athene, Nationwide, North American, Allianz, Securian and Symetra. Companies are named for educational purposes only, not as a recommendation of any company or product.