Personal

Strong relationships are the cornerstones for building trust and confidence between Sandeep and his clients. He would like to share some personal attributes about himself, his family, and his interests.

Sandeep was born in India and immigrated to the US with his parents, his younger brother, and older sister to Southern California. With few resources and a strong focus on education, his parents brought him up in Orange County, CA. Graduating in the top 10% of his high school class, he was accepted into UC Berkeley and completed a Computer Science degree in 3 years.  After working as an engineer in Silicon Valley for an additional 3 years, he returned to Southern California to begin his MBA program at Pepperdine which included a yearlong study abroad and internship program in Brazil.

In 2013 he and his wife Shefali, had his son Vihan.  They added Amara to their family in May 2019. He lives in Redondo Beach, CA and with his free time he loves to surf.

Professional

I'm committed to helping you get closer to your dreams. When you partner with me, you can expect a judgment-free, pressure-free environment with conversations that will be jargon-free. I strive to provide you the best experience possible.

After graduating from UC Berkeley's Computer Science department in 3 years, Sandeep Gupta began his professional career in 1999 as a software engineer. He then chose to develop his business skills in 2002 and went to Pepperdine for his MBA in International Business & Finance.  From 2004 until 2012, he started as an analyst and grew to a VP which included a two year stint as an Investment Associate at Northwestern Mutual.  In 2013, he opened his financial planning practice as a Wealth Management Advisor, helping people make great financial decisions. Some of his successes include:

  • Qualified for MDRT (Million Dollar Round Table) in 2016, 2017, 2018, 2019, 2020, 2021, 2022, 2023
  • Qualified for Lives Leader Summit for top insurance producers in 2021, 2022
  • Selected by Forbes as a top Financial Security Professional Best-In-State in 2022, 2023

Licenses and Certifications

Here are my areas of expertise

Financial Planning

Tax-Efficient Strategies

Insurance Protection Strategies

Retirement Planning & Income Strategies

Wealth Management

Education Planning & Funding