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“I’ll deal with this after graduation. Right now, I’m too busy and not earning much.”

MBAs, don’t wait for graduation to get financially organized.

Here are some things you can consider doing while you're wrapping up your MBA.

Right now—while your income is low—you’re in the best tax position you’ll ever be in.

Convert to a Roth account at minimal tax cost

Let those dollars compound tax-free for life.

Optimize your savings strategy

While your spending is predictable and structured.

Lay the groundwork

For equity comp, high tax brackets, and cash windfalls that are coming post-grad.

How it works.

Titan is a Registered Investment Advisor that helps you manage your full financial life. Let's plan your MBA wealth experience.

Make sure we're right for you.

Answer a 30-second questionnaire to see if we're right for you

Match with a Titan advisor.

You'll be matched with one of our expert financial advisors, and scheduled for a 15-min free call

Receive your plan.

Your Titan advisor will deliver your personalized recommendation plan at the end of your call

Finish your degree, let us handle the complexity.

From building the strategy to keeping it optimized. You stay informed, involved, and in control — without having to monitor the markets or manage rebalances. This is active wealth management, made seamless.

A world class team.

You’ll be paired with a dedicated advisor who getsto know you, your goals, and your entire financial picture. They’re your first call for everything from asset allocation to “Should I sell this?” Keeping it simple, proactive, and personalized.