S

Saloni Gupta's
email & phone

Current Position:

Lead Advisor at Avier Wealth Advisors

Experience:

22 years

Location:

Bellevue, Washington, United States

How to contact Saloni Gupta

emailg**@avieradvisors.com
phone+1-***-***-3118
LinkedIn
X
Instagram
Skype
YouTube

Work Experience

Lead Advisor at Avier Wealth Advisors

Mar 2023 - Current

Associate Financial Advisor at Highland Private Wealth Management

Mar 2021 - Mar 2023

Paraplanner at Paragon Wealth Advisors - Ameriprise Financial

Feb 2020 - Mar 2021

Associate Financial Advisor at Prevail wealth management, LLC

Sep 2018 - Jan 2020

Para planner at Private Wealth Management solutions

Jul 2018 - Sep 2018

General Dentist at Private dental clinic

Jul 2004 - Aug 2005

Saloni Gupta started working in 2004, then the employee has changed 5 companies and 4 jobs. On average, Saloni Gupta works for one company for 1 year 5 months.

Education

CFP at College for Financial Planning

Bachelor in Dental Surgery at Government dental college and hospital, Mumbai

Current Company Information Avier Wealth Advisors

Name: Avier Wealth Advisors

Speciality: Fee Only Financial Planning, Distribution Strategies, Concentrated Stock Positions, Investment Management, Tax Planning, 401(k) & IRA, Stock Options, Estate Planning, College Education Planning, Women & Investing

Location: Bellevue, WA, United States

Employees: 10-50

Description: Avier Wealth Advisors provides comprehensive financial planning and investment advisory services....

Frequently Asked Questions

What is Saloni Gupta's minimum period of employment in the companies?

Saloni Gupta's minimum period of employment in various companies is 2 months.

What is Saloni Gupta's average duration of employment for different companies?

On average, Saloni Gupta works for one company for 1 year 2 months

What industries has Saloni Gupta worked in?

Saloni Gupta works in the Financial Services.

What positions has Saloni Gupta held before?

Previously, Saloni Gupta worked as a Associate Financial Advisor, and Paraplanner, and Para planner, and General Dentist.

How do I contact Saloni Gupta?

Saloni Gupta's email address is g**@avieradvisors.com, phone number is +1-***-***-3118. Sign up to get contact details.

Who are Saloni Gupta's peers at other companies?

Saloni Gupta's peers at other companies are Bryan Cassick and Nathan Twining and Danielle
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Saloni Gupta Namesakes

Name
Company
Position
S
Associate Director - Release Manager
S
Software Engineer
S
Software Engineer 2

Other employees at Avier Wealth Advisors

Name
Company
Position
J
Chief Operating Officer | Partner
M
Associate Financial Advisor
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