OUR EXECUTIVE TEAM

Our team is made up of some of the brightest minds in the business. From our founders to our leadership team to our employees, everyone here wants to help make your retirement better.

Many years of experience taking care of Client needs and providing excellent Client services

Leena Gupta

President and Investment Advisor Representative

Many years of experience taking care of Client needs and providing excellent Client services 

Sanjay Gupta

Financial Consultant

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