Sanjay Gupta

Sanjay Gupta

Sanjay Gupta
Advocis Member Since: 2018

Sanjay Gupta

Years in Business:

Pre-retired, Self-employed, Professionals, Retired, Medical practitioners, Professional athletes, Caregivers

English, Hindi, Gujarati, Punjabi, Marathi

  • PFA
  • CSC

Area of Expertise:
Business Planning, Charitable Giving, Credit Counselling and Bankruptcy, Cross-border and International Planning, Divorce and Separation Planning, Education Planning, Estate Planning, Faith-Based Investment Planning, High Net Worth, Insurance Planning, Investment Planning, Mortgages and Debt Planning, Planning for those with Disabilities, Post-Retirement Benefits, Retirement Income Planning, Retirement Planning, Severance Planning, Small Business Planning, Succession Planning, Tax Planning, Socially Responsible/Ethical Investment Planning

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Contact Sanjay Gupta


    Sanjay Gupta, certified to advise on Indian financial planning matters by the Financial Planning Standards Board of India, an Affiliate of Financial Planning Standards Board Ltd. Denver USA