Birju Munshi
Associate Director, Wealth Management
As an Associate Director of Wealth Management at Choreo's Schaumburg, IL office, Birju is passionate about all things finance and is dedicated to providing financial education that empowers clients to make smart financial decisions with confidence. As a trusted advisor, he delivers comprehensive wealth management services to successful individuals and families, including medical professionals, business owners, and senior executives.
His expertise spans a wide-range of financial planning areas, including retirement planning, college savings, charitable giving, Social Security maximization strategies, asset protection, and income tax planning. He specializes in financial planning, portfolio reviews, asset allocation, and performance analysis, ensuring his clients receive tailored recommendations to meet their financial goals.
Outside of work, Birju enjoys spending time with his wife and family and enjoys being a great uncle to his three nephews. He loves staying active, traveling, and exploring new cultures. A tech enthusiast, he also enjoys learning about the latest consumer electronics and technology products.
EDUCATION
- B.S., Finance – DePaul University
