Gupta Wealth Management
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
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
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
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
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
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
Gupta Wealth Management October 2013 - Present
Education
McGill University
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.)
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
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
Gupta Wealth Management February 2014 - Present
Education
University of Pennsylvania - The Wharton School 1977 — 1980
Economics, Finance, Marketing
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