Our Team
Photo by Abhi Velaga
MS, Computer Science, Kansas State University
MBA, Cox School of Business, SMU
Passed CFA® Level I and Level II Examinations
MBA, Cox School of Business, SMU
Passed CFA® Level I and Level II Examinations
The Vision Behind Velaga Advisors
Krishna Velaga | Founder & Chief Investment Officer
Krishna Velaga founded Velaga Advisors on the principle that family wealth deserves the same analytical rigor as a complex technical system. Having navigated the markets since the late 1990s—with expertise spanning equities, derivatives, and real estate, alongside institutional alternatives such as Private Equity, Hedge Funds, and Private Credit—Krishna brings an engineering mindset to portfolio design.
This systems-engineering background, combined with formal financial education, allows Krishna to bridge the gap between complex market theory and disciplined investment execution. By applying a process-driven framework to modern portfolio theory, he focuses on creating a structural balance between risk mitigation and long-term capital growth.
In 2023, Krishna transitioned from a successful career in Information Technology to apply this methodology to comprehensive wealth management. Recognizing that high-net-worth professionals require a steady partner who can synthesize sophisticated investment research with advanced tax-optimization, he provides the dedicated oversight and precision necessary to navigate a complex financial landscape with confidence.
This systems-engineering background, combined with formal financial education, allows Krishna to bridge the gap between complex market theory and disciplined investment execution. By applying a process-driven framework to modern portfolio theory, he focuses on creating a structural balance between risk mitigation and long-term capital growth.
In 2023, Krishna transitioned from a successful career in Information Technology to apply this methodology to comprehensive wealth management. Recognizing that high-net-worth professionals require a steady partner who can synthesize sophisticated investment research with advanced tax-optimization, he provides the dedicated oversight and precision necessary to navigate a complex financial landscape with confidence.
MS, Electrical Engineering, Clemson University
Certified Financial Planning Candidate, Texas A&M University
Certified Financial Planning Candidate, Texas A&M University
Comprehensive Financial Planning
Kalyan Cherukuri | Chief Financial Planner
Kalyan Cherukuri brings nearly three decades of analytical expertise from the electronics industry to his role as Chief Financial Planner. Having spent his career leveraging complex data to drive profitable corporate decisions, he now applies that same structured approach to the financial planning process at Velaga Advisors.
As a CERTIFIED FINANCIAL PLANNER™ candidate, Kalyan focuses on building long-term financial plans. He excels at synthesizing intricate data into actionable strategies, ensuring that every variable—from cash flow to long-term retirement targets—is structurally sound. By bridging the gap between sophisticated financial modeling and intentional decision-making, Kalyan provides the clarity and rigor required to secure a client's future.
As a CERTIFIED FINANCIAL PLANNER™ candidate, Kalyan focuses on building long-term financial plans. He excels at synthesizing intricate data into actionable strategies, ensuring that every variable—from cash flow to long-term retirement targets—is structurally sound. By bridging the gap between sophisticated financial modeling and intentional decision-making, Kalyan provides the clarity and rigor required to secure a client's future.