Gupta Wealth Management

Description

Address: 12760 High Bluff Dr #120, San Diego, CA 92130 Phone: (858) 764-7120Website: Hours: : : : : Place name: : : Category: Category: Financial Planner Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. · Own this business?Add missing informationAdd business hours Unable to add this file. Please check that it is a valid photo. Add website Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Gupta Wealth Management Posting publicly on the Web Write a review Reviews 2 Google reviews

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Gupta Wealth Management Employees

Employee
Years
Job
Industry
Alexandria Waters Alexandria Waters San Diego, California Details
Alexandria Waters's Gupta Wealth Management Experience January 2015 - Present
Job Receptionist/Administrative Assistant at Gupta Wealth Management
Industry Financial Services
Experience
Gupta Wealth Management   January 2015 - Present
KUBRA  March 2011 - July 2013
Harris Corporation  November 2009 - March 2011
The Goddard School  June 2006 - November 2009

Skills
Microsoft Office, Microsoft Word, Microsoft Excel, Human Resources, Microsoft Outlook, Security+, Unicenter Service Desk, Childcare, Working With Children, Early Childhood..., Budget Management, Event Planning, PowerPoint, Customer Service, Customer Satisfaction, Office Management, Outlook, Management, Financial Analysis, Access

Education
Kean University   2008 — 2009
Bachelor of Science (B.S.), Business Management, Cumulative GPA: 3.82

Brookdale Community College   2005 — 2007
Associate of Arts (AA), Business Administration, Cumulative GPA: 3.68

Dan Pasternack Dan Pasternack Greater San Diego Area Details
Dan Pasternack's Gupta Wealth Management Experience April 2014 - October 2014
Job Operations Manager, Financial Planning Analyst at Wealth Strategies Group
Industry Financial Services
Experience
Wealth Strategies Group  May 2015 - Present
BofI Federal Bank  December 2014 - May 2015
Gupta Wealth Management   April 2014 - October 2014
Dunham & Associates  July 2012 - April 2014
First Allied Wealth Management   June 2007 - July 2012
Commonwealth Financial Network  October 2005 - June 2007
LPL Financial  July 2005 - October 2005

Skills
Asset Allocation, Fund Analysis, Private Wealth..., Microsoft Excel, Strategic Financial..., Retirement Planning, Coaching, Wealth Management, Investments, Insurance, Public Speaking, Sales, Financial Analysis, Series 7, Series 65, Spanish, Microsoft Word, PowerPoint, Outlook, Analysis, iPhone, Sports Statistics, Sports Writing, Investment Strategies, Stock Picking, Bloomberg Terminal, Bloomberg Software, Morningstar, Zephyr Style Advisor, MS Excel Pivot Tables, V Lookups, Conditional Formatting, Sumif, Goal Seek, Mutual Funds, ETFs, Wealth Management..., Retirement, Series 63, Morningstar Direct, Bloomberg, Investment Advisory, Financial Advisory, Alternative Investments, Valuation, Trading, Investment Management, Asset Management, Equities, Securities

Education
Devry University - Keller Institute   2010 — 2011
MBA, Finance

Tulane University   2000 — 2003
BA, Political Economics, History, Spanish

Phillips Exeter Academy   1997 — 2000
HS Diploma, High School

Burlingame High School   1996 — 1997

Borel Middle School   1994 — 1996

The Nueva School (Elementary school)   1991 — 1994

John M. Peters, CFA John M. Peters, CFA Greater San Diego Area Details
John M. Peters, CFA's Gupta Wealth Management Experience January 2015 - Present
Job Portfolio Manager at Gupta Wealth Management
Industry Investment Management
Experience
Gupta Wealth Management   January 2015 - Present
Pure Financial Advisors  October 2011 - January 2015
TD Ameritrade  December 2010 - October 2011
Berkeley Capital Securities   January 2010 - December 2010
Merrill Lynch  September 2009 - December 2009
Liberty Mutual  June 2009 - September 2009
Saturna Capital Corporation  April 2009 - June 2009

Skills
Mutual Funds, Equities, Fixed Income, Financial Analysis, Wealth Management, Trading, Capital Markets, Security Analysis, Business Relationship..., Securities, ETFs, Bloomberg, Asset Management, Private Placements, FINRA, Finance, Asset Allocation, Salesforce.com, Portfolio Management, REIT, Derivatives, Rebalancing, Index Funds

Education
Western Washington University   2005 — 2009
Bachelor of Arts, Finance, Economics

University of Newcastle   2008 — 2008
Semester Abroad, Finance, Economics

Juanita High School   2002 — 2005

Norm Caldwell, AIF® Norm Caldwell, AIF® Miami/Fort Lauderdale Area Details
Norm Caldwell, AIF®'s Gupta Wealth Management Experience 2014 - Present
Job Weath Manager at Gupta Wealth Management
Industry Financial Services
Experience
Gupta Wealth Management   2014 - Present
Vested Financial, LLC   April 2006 - Present
SIMEX, LLC   June 2004 - September 2006
The Hartwood Group, LLC   January 2001 - July 2004

Skills
New Business Development, Leadership, Insurance, Life Insurance, Sales, Account Management, Retirement Planning, Financial Planners, Estate Planning, Entrepreneurship

Education
Missouri State University
Bachelor of Science, Marketing/ Communications

Otis College of Art and Design   1997 — 1998
Foundation Program

Zachary Lash, CFA Zachary Lash, CFA Greater San Diego Area Details
Zachary Lash, CFA's Gupta Wealth Management Experience January 2015 - Present
Job Research Analyst at Gupta Wealth Management
Industry Financial Services
Experience
Gupta Wealth Management   January 2015 - Present
Altegris Investments  October 2013 - December 2014
Commonwealth Financial Network  February 2011 - February 2013
Commonwealth Financial Network  August 2010 - January 2011

Education
University of New Hampshire   2006 — 2010
Bachelor of Science (BS), Business Administration

University of New Hampshire - Whittemore School of Business and Economics   2006 — 2010
Bachelor of Science (BS), Finance and Marketing

Angela Sharma Angela Sharma United States Details
Angela Sharma's Gupta Wealth Management Experience October 2013 - Present
Job
Industry
Experience
Gupta Wealth Management   October 2013 - Present

Education
McGill University

Monica Suzara Monica Suzara San Diego, California Details
Monica Suzara's Gupta Wealth Management Experience October 2013 - Present
Job Senior Registered Client Service Manager at Gupta Wealth Management
Industry Financial Services
Experience
Gupta Wealth Management   October 2013 - Present
UBS  October 2010 - October 2013
Wells Fargo Advisors  January 2009 - October 2010
Morgan Stanley  March 2004 - January 2009
UBS  March 2000 - March 2004

Skills
Series 7, Series 66, Series 31, CA Insurance License

Education
UCSD
Bachelor of Arts (B.A.)

Jeff McCulloch Jeff McCulloch Greater San Diego Area Details
Jeff McCulloch's Gupta Wealth Management Experience October 2013 - Present
Job
Industry Financial Services
Experience
Gupta Wealth Management   October 2013 - Present
UBS  September 2008 - September 2013
Merrill Lynch  April 2000 - August 2008
Transamerica  August 1998 - March 2000

Education
Northwestern University   1994 — 1998
BA, Statistics, Economics

Brian Perez Brian Perez San Francisco Bay Area Details
Brian Perez's Gupta Wealth Management Experience January 2015 - Present
Job Wealth Manager at Gupta Wealth Management
Industry Financial Services
Experience
Gupta Wealth Management   January 2015 - Present
FutureAdvisor  May 2014 - October 2014
Avanza, Inc.   January 2013 - April 2014
Fisher Investments, LLC   January 2011 - December 2012
Fisher Investments, LLC   October 2006 - December 2010
Fisher Investments, LLC   April 2005 - September 2006
Fisher Investments, Inc   October 2001 - March 2005
Fisher Investments, Inc   October 1999 - October 2001
SunAmerica  June 1998 - October 1999

Skills
Start-ups, Equities, Investment Management, Retirement Planning, Portfolio Management, Asset Management, Investments, Wealth Management, Investment Strategies, Asset Allocation, Asset Managment, Capital Markets, Securities, Alternative Investments, Investment Advisory, Financial Services

Education
University of Notre Dame
Bachelor of Business Administration (B.B.A.), Finance

Universidad Iberoamericana, Ciudad de México
Immersion Program

Dean Kernus, CFP®, CPA, AIF® Dean Kernus, CFP®, CPA, AIF® Greater San Diego Area Details
Dean Kernus, CFP®, CPA, AIF®'s Gupta Wealth Management Experience February 2014 - Present
Job
Industry Investment Management
Experience
Gupta Wealth Management   February 2014 - Present

Education
University of Pennsylvania - The Wharton School   1977 — 1980
Economics, Finance, Marketing

Ajay K. Gupta, CIMA® CRPC® CPWA® Ajay K. Gupta, CIMA® CRPC® CPWA® San Diego, California Details
Ajay K. Gupta, CIMA® CRPC® CPWA®'s Gupta Wealth Management Experience October 2013 - Present
Job CEO & Chief Investment Officer
Industry Financial Services
Experience
Gupta Wealth Management   October 2013 - Present
UBS Financial Services, Inc  August 2008 - October 2013
Merrill Lynch  September 2000 - August 2008
Merrill Lynch Canada  August 1996 - September 2000

Skills
Finance, Investments, Asset Management, Alternative Investments, Wealth Management, Retirement Planning, Portfolio Management, Financial Advisory, Series 7, Asset Allocation

Education
Concordia University
Bachelor of Commerce (BCom), Economics and Finance

Harvard Business School
PEVC, Private Equity and Venture Capital

Wharton School of Business
CIMA, Certified Investment Management Analyst