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 within a few short years his parents brought him and his younger brother and older sister to the USA.  With few resources and strong focus on education, his parents brought him up in Orange County, CA starting in Buena Park then Tustin and eventually settling in Irvine.  Graduating in the top 10% of his Irvine High School class, he had the opportunity to branch out in the world by living and studying at UC Berkeley.  He received a strong foundation of education and some lifelong friends along the way.  After those 6 years in the Bay Area, he moved back to Southern California to begin his MBA program that included a year long study abroad program in Sao Paulo, Brazil.

Since his time in Brazil, Sandeep moved back to Los Angeles, met his beautiful and successful wife, Shefali Patel, online and began fatherhood in 2013 with his son Vihan Gupta.  He and his family reside in Pasadena, CA and with his free time he plays volleyball and surfs.

Sandeep Gupta, MBA, CFP®, ChFC®, CLU®, RICP®

Field Director


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