Meet the Team

Saloni Gupta, CFP®

Lead Advisor
Direct: (425) 531-7327
Office: (425) 467-1011 Ext. 207
Email: saloni.gupta@avieradvisors.com

Schedule Time With Saloni

I deeply care about my clients and love being part of their journey and watching them succeed.

My Role

As a Lead Advisor at Avier, I take pride in helping clients make great decisions with their money. I help navigate their financial life while providing support and education to bring simplicity to it. I enjoy working with people in tech, as well as dental and medical professionals, and women business owners.

My Story

Having started my career as a dentist, I quickly realized that wealth comes with a lot of responsibility and challenges. The financial service industry can be difficult to navigate for hard working, busy individuals. With my heart centered around ‘always doing the right thing for my clients’ I pivoted my career to finance from healthcare. I love being a sounding board to busy professionals so they can spend time doing what they enjoy the most.

I am a CERTIFIED FINANCIAL PLANNER (CFP®) Professional, which is a leading designation in the financial industry. Additionally, at Avier we are a Fee Only firm meaning I’m held to the Fiduciary Standard. I like to think of the Fiduciary Standard as the Hippocratic Oath you take in the medical/dental profession.

I live in Bellevue with my husband, daughter, and son. When I’m not talking to my clients, I can be found on a volleyball court cheering my daughter or watching my son shooting hoops or playing cricket. I am a strong believer in building community over food. I love to host and entertain friends, family, and play board games. We love camping outdoors in our beautiful northwest!

Education

Bachelor of Dental Surgery, Maharashtra University of Health Sciences

Designations

BDS
CERTIFIED FINANCIAL PLANNER™ Professional

Licenses

Series 65

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