Torrance, California Office
-
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 both are deeply involved in local charities focused on improving the 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!
WE KEEP YOU INFORMED
You want to achieve success on your terms. We provide the insights and tools you need to be knowledgeable and purposeful stewards of your wealth.
When you hear about tariffs in the...
With new 401(k) contribution limits for...
International Women’s Day: Celebrating...
As 2024 winds to a close, it is the...