Asanda Dlamini, MBA

Wealth Advisor

Walnut Creek, California

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Asanda Dlamini is dedicated to providing comprehensive financial planning and investment management services to high-net-worth clients. She develops tailored investment strategies and works to meet clients' financial goals with personalized advice and risk assessments. Her collaboration with internal teams aims to optimize client experiences and portfolio performance.
Previously a Client Relationship Associate, Asanda was the primary contact for high-net-worth clients, managing financial planning support, investment management services, client inquiries and account administration. Her roles involved collaborating with wealth advisors and internal teams to enhance client experiences and maintain portfolio compliance. This background has honed her ability to build lasting client relationships and provide strategic investment guidance, which are pivotal in her current role as a Wealth Advisor.
Asanda holds an MS in Business Analytics from NYU Stern School of Business, an MBA from Stellenbosch Business School, and a Bachelor's degree in Finance from the University of Cape Town. Her educational achievements have provided a solid foundation for her career in financial services.
Outside of work, Asanda is actively involved in community leadership and mentorship. She has held various roles such as youth mentor, finance administrator, and event coordinator within local community initiatives. Additionally, she has led life skills programs for Fun Learning for Youth, a non-profit organization that supports underprivileged youth in excelling at math and science. In this role, she also managed volunteer teams and contributed to strategic planning.