Pi Wealth Plan LLC is a financial planning firm helping entrepreneurs reduce taxes and build wealth through integrated tax reduction, financial planning, and investment management services.
Pi Wealth Plan LLC is a financial planning firm founded by Danelle Jenetayeva, CFP, EA, CTP, CDFA. The firm helps entrepreneurs reduce taxes and build wealth through integrated financial planning, tax reduction strategies, and investment management.
Danelle's background includes credit analysis of small and mid-sized businesses, M&A work at Deloitte, and wealth management for HNW and UHNW families in NYC and SF. She launched her practice in 2018 to work with ambitious entrepreneurs. The firm specializes in S-corp tax strategies, income shifting, capital gains tax reduction, and business exit planning.
Limited to 4 ongoing advisory clients per year
CFP, EA, CTP, CDFA credentials
Entrepreneur-focused practice since 2018
Integrated tax and financial planning
Father's tax code background inspiration
Services
Financial Planning
Comprehensive financial planning for entrepreneurs including cash flow management, risk assessment, and goal setting.
Pi Wealth Plan serves entrepreneurs, S-corp owners, business owners, real estate investors, and executives with stock equity compensation.
What tax strategies does Pi Wealth Plan offer? +
Strategies include S-corp payroll tax reduction, income shifting, capital gains tax reduction using loopholes and credits, business entity optimization, and retirement plan contributions.
How many clients does Pi Wealth Plan accept? +
Pi Wealth Plan accepts up to 4 ongoing advisory clients per year between February and September and is very selective about who they accept.
Where is Danelle Jenetayeva located? +
Danelle is based in San Francisco Bay Area, San Jose, CA.
