Meet the Team
Saloni Gupta, CFP®
Lead Advisor
Direct: (425) 531-7327
Office: (425) 467-1011 Ext. 207
Email: saloni.gupta@avieradvisors.com
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
Helping people is the core value I grew up with. I was drawn to personal finance from my first career as a dentist to fulfill my deep desire to help people. I truly believe that good money decisions can provide lot of flexibility in life. I live in Bellevue with my husband, daughter, a freshman at UW, and middle schooler son who loves tennis. I’m a firm believer in building community through food. I love bringing people together around a table, sharing a great meal, and having meaningful conversations.
Education
Bachelor of Dental Surgery, Maharashtra University of Health Sciences
Designations
CERTIFIED FINANCIAL PLANNER™ Professional
Licenses
Series 65
Recently Published
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