Mission:

Helping Clients Achieve Financial Freedom.

At Aloe Advisors, we believe financial clarity is the foundation of a healthy, prosperous life. Research shows that money is one of the leading sources of stress for individuals, families, and business owners — and we’re here to change that, one client at a time.

Our mission is:
To ease the burden of tax filing, uncover meaningful savings, and help you leverage financial tools to build wealth, plan for retirement, and live with confidence.

Our operating philosophy is simple:
“Do Good. Serve Others.”
As a client-centric firm, we’re rooted in service and guided by purpose. Our highest priority is delivering exceptional care while safeguarding your long-term financial well-being. Trust is the foundation of every relationship we build — and we protect it through unwavering integrity, never compromising on ethics or legality.

For the accounting-geeks, ALOE is the classic balance sheet equation:
Assets = Liabilities + Owner’s Equity.
But we see ourselves more like the aloe plant — resilient, restorative, and rooted in care. Taxes may be thorny, but we help you uncover the healing side of financial strategy.

Meet the Founder

Jag Randhawa, CPA, a 30-year veteran in technology, insurance and financial services industries. In addition to being a Certified Public Account, Jag is a Venture Capital advisor, award-winning author and speaker on innovation, and a regularly invited guest speaker at various prestigious universities. Prior to Aloe Advisors, Jag rose in ranks to be the internal CEO succession candidate for nation’s largest CPA owned and operated insurance company.

Jag Randhawa, CPA

CPA, Technologist, VC Advisor, Award Winning Author/Speaker

Connect with Jag on Linked-In