Suggestions
Preete Gandhi
Preete Gandhi is an accomplished financial advisor with over 15 years of experience in the banking and investment industry. She holds a Master's degree in Finance and is a certified Chartered Financial Analyst (CFA). Preete has a strong track record of helping clients make informed decisions about their financial future, specializing in wealth management, retirement planning, and investment strategies. Her expertise lies in creating customized financial plans tailored to meet the specific needs and goals of her clients. With a client-centric approach, Preete is dedicated to providing comprehensive financial guidance to individuals, families, and businesses alike.
Get intro to Preete
Add to my network
Location
Greater Seattle Area
People also viewed
CChip Church
Senior Financial Advisor at Ameriprise Financial Services, Inc.
Carlo Oppo
Fudan IMBA (full-time)
Mitesh Shah
Founder & CEO I Credence Family Office I Investor I
Mutual Connections
See who you know in common with Preete
Clay can make mistakes, so please verify responses. Data is from public sources. Trademarks are property of their respective owners.
People also viewed
CChip Church
Senior Financial Advisor at Ameriprise Financial Services, Inc.
Carlo Oppo
Fudan IMBA (full-time)
Mitesh Shah
Founder & CEO I Credence Family Office I Investor I
Mutual Connections
See who you know in common with Preete