Invested Enough For Retirement?

Remove the guesswork and maximize your investments
as a corporate manager or executive.

What Makes Finomenon™ Different

Expertise

Resources and tools to understand your risk tolerance and evaluate the right investments.

Personalized

Our services are centered around you and your unique goals, aspirations, and money values.

Transparency

We are fee only advisors and not affiliated to any Broker Dealer, Bank or Family of Funds.

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OUR SERVICES

Your Personal CFO is Here!

Finomenon Investments, advises corporate managers and executives of Fortune500 companies on personal finance.

Finomenon is truly independent. We are not owned by any robo-advisors, banks, retail investment platforms, or broker-dealers. We sell no financial products, and we receive no compensation from sponsors, advertisers, or affiliates.

Our founder is the Principal advisor, with deep commitment as a finance practitioner. As a result, we provide high quality advise, without industry conflicts or any hidden motives.

Household Cash Flow Analysis

Not sure if you are saving or investing enough? Analyzing cash flows is really the first step to understand personal finance.

Savings and Investments

Optimize your current savings and investment plans and create a strategy to maximize opportunities across 401K and other retirement accounts.

Retirement Planning

We bring science and data to retirement planning by providing clarity and certainty to your desired retirement outcome & lifestyle.

Risks and Protection

We review your risks by evaluating your unique circumstances and capture all threats clearly in our analysis.

Workplace Compensation and Benefits

We help you maximize your workplace benefits such as Health Savings Account (HSA), Stock Award programs and 401k choices.

Tax Saving Strategies

We want you to pay the least amount of tax that is legally and ethically possible. Tax effective yield is what counts!

HOW IT WORKS

Your Onboarding Experience at Finomenon

Our CARE™ Framework is designed to make your onboarding and servicing truly customer obsessed.

CARE™ Framework

Consultation

We begin by asking a lot of questions and gather info. This deep dive is to understand your goals, risks and current financial profile.

Analysis

Once we gather all the info, we run a detailed analysis using tech + experience to outline potential outcomes in a well written plan.

Recommendations

We provide a detailed financial plan tailored to your unique goals and risk tolerance. This plan includes our feedback and recommendations.

Execution

We implement your plan and periodically review the progress. We measure and report through our annual service relationship.

Shabrish Menon - Financial Advisor

About Us

We are a Family Office, serving highly valued corporate managers of Amazon, Google, Microsoft, Meta, T-Mobile and other large companies.

Shabrish founded Finomenon Investments in 2023 with the objective of building a practice that lives its purpose and tenets. We want to lead the way as honest finance practitioners and cultivate good personal finance habits to achieve long term financial success. As fee only advisors, we are your true fiduciaries and always have your best interest in mind. We dont sell any third party products and have no affiliation to Banks, Broker Dealers (BD) or Family of Funds.

 

More about our founder

Shabrish earned a degree in Finance and Accounting from Delhi University (DU) and completed his post graduate general management program from the Indian Institute of Management, Bangalore (IIM-B), India. His first job was at American Express in 2006, where he spent four years managing risk and exposure on credit portfolios across Asia. He spent the next ten years building enterprises and consumers facing global programs at companies like Walmart and Amazon. Today, he offers same leadership to help individuals and families take charge of their personal finance. He fosters long-term thinking when helping clients secure their financial future.

Zero commission network

Professional Services from Your Family Office

Welcome to Finomenon Family Office Network or F2ON, a unique client focused platform providing access to key services that are critical for your financial wellbeing.

Unbiased Expertise:

Our platform is free from referral and sales commissions, ensuring that any advice is solely in your best interest without any hidden agendas.

Comprehensive Solutions:

F2ON brings together top professionals in estate planning, insurance, legal counsel, real estate and taxation to provide a holistic approach to managing your family office at Finomenon.

Customer-Centric Focus:

Our commitment to fiduciary standards and exceptional service doesn't stop at financial advice. Client centricity is a rule not an exception for every partner on F2ON network.

Finomenon Insights

Thought Leadership and Resources for you

Contact Us

We are excited to learn more about you.

Phone

(425) 625-9832

Email

inquire@finomenon.us

Address

10816 SLATER AVE NE, KIRKLAND, WA, 98033-4606

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Finomenon Investments LLC is a registered investment adviser in the State of Washington. The Adviser may not transact business in states where it or its supervised persons are not appropriately registered, excluded or exempted from registration. Financial Advisors do not provide specific tax/legal advice and information should not be considered as such. You should always consult your tax/legal advisor regarding your own specific tax/legal situation. Finomenon Investments LLC cannot guarantee future financial results. Investment products are not insured by the FDIC, NCUA or any federal agency, are not deposits or obligations of, or guaranteed by any financial institution, and involve investment risks including possible loss of principal and fluctuation in value.
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