Summary: Instead of an office, conference room or coffee shop, Priya Malani prefers to meet her clients for drinks.Wearing a leather top and jeans with holes fashionably cut into the knees, the 33-year-old advisor and founding partner of Stash Wealth, a Brooklyn-based financial planning startup, says she knows her style won’t appeal to everyone. When it comes to financial discussions, some people need the suit-and-tie gravitas of traditional institutions.
 We need to do and be what appeals to [millennials], and, quite frankly, since I am a part of that generation, it was kind of easy to know that I’d rather do businesses at a cocktail lounge than in a mahogany office in some high-rise in Manhattan,” Malani says over a gin martini. “This is more our style and it seems to resonate with our clients.” ."Priya Malani, Stash Wealth |
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