A human CPA and CFP for your finances
We handle tax planning and filing, building your financial plan, and putting it into action. Then Nino’s AI-powered app brings your accounts together so you can see your full picture.
Our team is ready to meet you.
The people behind your plan
Meet the professionals who provide Nino’s financial and tax services.
Levi Larsen, CFP
Founding Financial Planner
Long-term planning: retirement, equity, and the big life decisions.
Shehan Chandrasekera, CPA
Head of Tax Strategy
Tax strategy for equity, crypto, and complex ownership.
How Nino works
Your human team builds the plan and helps carry it out. Nino’s AI software keeps your accounts and questions together between conversations.
- Step 1
Tell us what you want to solve
Share your goals, accounts, and financial questions so the team can identify the work you need.
- Step 2
Build your financial plan
Your CPA and CFP connect the decisions across your taxes, investments, and goals, with priorities and next steps.
- Step 3
Plan and file your taxes
Your team projects your tax bill, identifies planning opportunities, and prepares the returns included in your plan.
- Step 4
Put the plan into action
Work with your team to carry out the next steps and coordinate with other professionals when needed.
- Step 5
Keep your plan current
Review progress and adjust as your income, family, or goals change. Your plan sets the meeting cadence and advisor access.
Every part of your financial life
Nino combines software and services to give you personalized guidance for any money question you have.
Investments
Plan investments around your taxes, cash needs, and goals.
Taxes
Plan for your tax bill during the year and get help filing.
Retirement
Build a plan for saving, retirement income, and withdrawals.
Estate Planning
Connect your family’s financial goals with your estate planning.
Real Estate
Weigh a purchase, sale, or rental against your wider financial plan.
Equity Compensation
Plan stock exercises and sales with taxes and cash needs in view.
Cash Flow
Make room for today’s expenses and tomorrow’s goals.
Get a plan you can act on
Share your goals, and our advisors will build a plan to help grow your net worth.
