Big Four-trained precision, delivered with calm.

Pree Poonati didn't follow a traditional path to bookkeeping — and that's exactly what makes Nirvana Solutions different. After graduating from Purdue with a management degree in 2007, he earned his Series 7 and 63 licenses and joined Charles Schwab, where he learned the technical foundations of finance. Wanting to deepen his expertise, he pursued a master's in finance and accounting and became an auditor for Ernst & Young, working with some of the most complex financial structures in the world.

But something was missing. Pree moved to Austin to explore what truly mattered to him: helping people feel better. He opened a gym, became a certified personal trainer, yoga teacher, meditation instructor, and nutritionist, and eventually transitioned into stress and anxiety coaching.

Then came the insight that changed everything: no matter how much his clients worked on mindfulness or fitness, they couldn't find peace until their finances were handled. So he returned to his finance roots — but this time, with a mission to provide financial wellness, not just financial services. Nirvana Solutions is the synthesis of both worlds.

— Pree