Learn about our mission, values, and the team behind our financial advisory services.
Founded in 2010, FinVisor Kenya was established with a clear mission: to make professional financial advice accessible to all Kenyans. We recognized that many individuals and families were struggling to navigate the complexities of personal finance without proper guidance.
Over the years, we have grown from a small consultancy to one of Kenya's most trusted financial advisory firms, serving clients from all walks of life across the country. Our success is built on a foundation of trust, expertise, and a genuine commitment to our clients' financial well-being.
Today, FinVisor Kenya continues to evolve and adapt to the changing financial landscape, embracing new technologies and methodologies while maintaining our core values of integrity, client-centricity, and excellence in service delivery.
The principles that guide our work and define our approach to financial advisory services.
To empower Kenyans to achieve financial security and prosperity through expert guidance, personalized strategies, and financial education.
We are committed to democratizing access to high-quality financial advice, making it available to individuals and families across all income levels and life stages.
To be Kenya's most trusted financial advisory firm, recognized for our integrity, expertise, and positive impact on our clients' financial well-being.
We envision a future where every Kenyan has access to the financial guidance they need to build a secure and prosperous future for themselves and their families.
We believe in a holistic approach to financial advisory, considering all aspects of our clients' financial lives and personal goals. Our process includes:
Our team of experienced financial advisors is dedicated to helping you achieve your financial goals.
With over 20 years of experience in the financial services industry, James founded FinVisor Kenya with a vision to transform financial advisory services in the country. He holds an MBA in Finance from the University of Nairobi and is a Certified Financial Planner (CFP).
Sarah specializes in investment strategies and portfolio management. With her deep understanding of local and international markets, she helps clients build diversified investment portfolios aligned with their risk tolerance and financial goals.
David is our tax planning expert, with extensive knowledge of Kenyan tax regulations. He helps clients optimize their tax positions while ensuring full compliance with all applicable laws and regulations.