Sapna joins Acumen with 10 years of experience in the Wealth Management space, working primarily with high net worth, very high net worth, and ultra-high net worth clients and helping them achieve their long- and short-term wealth goals. Sapna utilizes her Comprehensive Wealth Advisory model to help serve clients in an integrated and wholistic manner. She believes in working with all aspects of a clients’ wealth life, both personal and professional, in order to help clients actualize both short-term and long-term success.
Sapna’s number one goal is to provide the highest level of analysis and service. She strives to review and understand every aspect of her clients’ personal and professional lives, in order to plan for/with them and set them up for success. Highly detail orientated and driven to help clients achieve all their goals, Sapna provides solutions only in the best interest of the client. Her tailored and personalized approach ensures that clients feel completely taken care of and can approach milestones in their lives with ease, security, and peace of mind.
When not in the office, Sapna is an avid fan of music, art, fashion and design; she enjoys culinary experiences. She also enjoys Bikram (hot) yoga, being active (indoors and outdoors) and loves to travel.
Reach out to Sapna in order learn more about Comprehensive Wealth Advisory and/or to have a review of your current portfolio and overall wealth picture. She is always happy to connect!