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Sandeep Cfp®
Private Wealth Advisor, Franchise Owner, Merit Wealth Management A private wealth advisory practice of Ameriprise Financial Services, LLC
Sandeep Cfp® is the Franchise Owner and lead Financial Advisor at Merit Wealth Management, a private wealth advisory practice of Ameriprise Financial Services, Inc., with a focus on serving over 120 clients in the Los Angeles Area.
His team employs a goal-driven approach to financial planning that prioritizes listening to clients and establishing trust, aiming to address diverse financial concerns and guide clients towards their specific goals.
Sandeep's expertise lies in Wealth Preservation Strategies, Retirement Planning Strategies, Small Business, Estate Planning Strategies, and Charitable Giving.
Outside of work, Sandeep enjoys activities like tennis and cycling, is a devoted family man residing in Orange County with his wife, two sons, and their dogs Henry and Benjamin.
Sandeep is a licensed professional in CA and can conduct business in multiple states including NY, WI, VT, MA, OH, RI, GA, FL, NJ, CO, TX, NC, KY, CT, NH, and IA.
He pursued his education at the Webb School of California and holds a BS in Finance/Statistics from Babson College.
