Sachin Maheshwari, CFP®, B.Eng., MBA

Wealth Advisor

Torrance, California

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To paraphrase Benjamin Franklin, “By failing to plan, you are planning to fail.” Sachin brings a thoughtful, disciplined, and deliberate approach to wealth management, serving with the intention to be a trusted partner to individuals and families navigating complex financial decisions. His work is grounded in a fiduciary mindset—always acting in his clients’ best interests and helping them make confident, well-reasoned choices across market cycles and life transitions.
With a background in engineering and finance, Sachin combines analytical rigor with practical judgment. He is a CERTIFIED FINANCIAL PLANNER™ professional and holds a B.S. in Mechanical Engineering and an MBA in Finance from Carnegie Mellon University. His career reflects a deep commitment to continuous learning and thoughtful planning, particularly for clients with multifaceted needs around retirement, tax efficiency, legacy planning, and family coordination.
Sachin is known for his well-thought-out, organized, and measured style, as well as his ability to bring clarity to complex situations. Clients value his focus on long-term outcomes, disciplined investment strategies, and proactive planning—especially during periods of uncertainty.
Sachin lives in Palos Verdes, California, with his wife. They are actively involved in local charitable organizations focused on strengthening their community. Outside of work, Sachin enjoys travel, spending time with friends and family, and pursuing his passion for hiking—an interest made possible by his wife’s unwavering patience and support.