Profile
“As my client base and staff have grown, it has become less about me and more about how I can empower others to embrace our carefully crafted culture”
David Pickler
Mayflower Advisors
Rakesh “Rocky” Budhram is chief operating officer and head of financial planning at Prolific Solutions, a financial advisory firm dedicated to helping specialists make expert financial decisions without the time investment.
Under his leadership, the Prolific team provides comprehensive financial planning and family office services, from investment management to tax mitigation strategies and estate planning, all tailored to the time considerations of high-performing medical specialists.
Rocky is passionate about delivering a planning experience built on transparency, trust, and genuine partnership. In an industry still marred by opacity and misaligned incentives, he has led Prolific to set a higher standard by always putting the client first, even if that means advising that their services aren’t the right fit. This unwavering commitment to doing what’s best for clients has been the foundation of Prolific’s success.
Since taking ownership of Prolific in 2022, Rocky has guided the firm to significant growth while staying true to its core values. He believes that empowering clients is central to Prolific’s mission and has prioritized educational initiatives to help physicians become savvier financial consumers.
Through his leadership, Prolific has become a trusted partner to the medical community, known for its integrity, expertise, and client-centric approach.
260 Madison Ave., New York, NY 10016
(646) 612 7995
info@prolificny.com
linkedin.com/in/rocky-budhram-prolific
prolificny.com
Rakesh “Rocky” Budhram
COO and Head of Financial Planning
Prolific Solutions
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Bio
Milestones
“Philanthropy is more than writing checks – it’s about community engagement and presence. Whether that means joining a local board to share our voice or spearheading a capital campaign to raise crucial funds for a non-profit, Pickler Wealth Advisors moves the needle through the lens of compassionate leadership”
David Pickler
Mayflower Advisors
2013
2015
2016
2021
2022–present
Secured analyst position with boutique wealth management firm focused on SMB vertical, helping analyze the business data and cash flow of individual clients to help create strategies that met their unique personal and professional needs and goals
2013
Fast tracked to senior analyst, moving into a more strategic, advisory role, helping business-owner clients ensure that their wealth was diversified and not fully tied up in their businesses
2015
Partnered with CEO and principal of Birnbaum Financial Services, Richard S. Birnbaum, as first strategic hire and lead financial planner/advisor
2016
Achieved Certified Financial Planner® designation, with CFA Level 1 and AEP® on the horizon in terms of educational development
2021
Tapped to lead the day-to-day operations as COO of Prolific Solutions, building deep technology infrastructure to support continued business mission of transparent finance for clients
2022–
present
Suncorp Bank’s turnaround times are the lowest they have ever been. The lender becomes Australia’s first certified carbon neutral bank for both its operation and transaction services
Aug 2022
Milestones
Aug 2022
Milestones
Sept 2021
Feb 2022
Apr 2022
Jul 2022
Aug
2022
Suncorp Bank introduces Solar Home Bonus offer for customers who are choosing renewable energy for their homes
Sept 2021
Month-on-month market share growth commences
Feb 2022
Suncorp Bank wins the Canstar award for most outstanding value in investment loans
Apr 2022
Suncorp Bank wins Money Magazine’s Bank of the Year and Business Bank of the Year awards for the fifth year in a row
Jul 2022
Suncorp Bank’s turnaround times are the lowest they have ever been. The lender becomes Australia’s first certified carbon neutral bank for both its operation and transaction services
Aug 2022
Milestones
sales@icapitalnetwork.com
Disclosure
Raymond James’ AMP Achiever’s Club membership is awarded to Financial Advisor Trainees with 0–8 years of service to the firm. Qualifications are based on current Advisor Mastery Program production and anniversary goals. Requalification is required annually. The ranking may not be representative of any one client’s experience, is not an endorsement, and is not indicative of an advisor’s future performance. No fee is paid in exchange for this award/rating.
“From my earliest memories, I always had a passion for service,” says David Pickler, president and CEO of Pickler Wealth Advisors.
After joining investment bank PaineWebber in 1984, the CEO decided to pursue a legal education with the hopes of combining this passion for finance and the law.
“I found equal fulfilment in advising in the legal arena. I began to build a plan for a career that could serve both sets of clients. I wanted to fulfil the dream of building a practice that could incorporate financial advocacy, legal advocacy and, eventually, tax and accounting. A place that was truly client-centric,” reflects Pickler.
With certifications in private wealth and financial planning and a law degree from the University of Memphis, Pickler established his firm in 2005.
“Pickler Wealth Advisors opened with a team dedicated to delivering unparalleled client service. Our goal was to set new standards of excellence. We were, and still are, dedicated to client service that exceeds that found at wirehouses.”
With over 25 years of industry expertise, Pickler knows that establishing client trust is all about communication. The firm’s robust strategy includes an array of weekly market calls, podcasts and television episodes that educate clients and provide updates on recent market occurrences.
As a result of his outstanding dedication to client services, Pickler has won a number of awards:
Barron Magazine’s Top 1,000 Financial Advisors
Financial Times Top 400 Advisors
Forbes’ Best-in-State Wealth Advisor
info@exit59advisory.com