Wealth Advisor Associate
To paraphrase Benjamin Franklin, “By failing to plan, you are planning to fail” Sachin brings a thoughtful, deliberate, and mindful approach in his role as a trusted partner and advisor to his clients. He is intensely client-centric, focuses on always doing what is right for the client and in their best interest.
Sachin graduated with a B.S. in Mechanical Engineering, and an MBA in Finance from Carnegie Mellon University and loved going back to school after almost 20 years for obtaining his Series 65 license. He is currently working towards his CERTIFIED FINANCIAL PLANNER™ designation.
Sachin and his wife live in Palos Verdes, CA, and they financially support and volunteer at charities focused on improving the local communities around them. The couple loves traveling and spending time with friends and family and Sachin is immensely grateful for his wife’s patient support of his passion for hiking!
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