Satish Survanshi CFP® AIF®

Satish Survanshi CFP® AIF® has had a long and diverse work experience in the financial industry. Satish started their career at Booz Allen Hamilton in 1976 as a Senior Associate, where they gained valuable experience for five years. In 1981, they joined Morgan Stanley as a Vice President of Wealth Management and remained there for 29 years until 2010. During their time at Morgan Stanley, Satish held an important role and contributed to the company's success. Since 2010, they have been working at CIC Wealth as a Senior Executive Vice President. Satish's extensive work history demonstrates their expertise and dedication to the financial industry.

Satish Survanshi CFP® AIF® has a strong educational background in mechanical engineering and financial planning. Satish obtained their Bachelor's degree in Mechanical Engineering from COEP Technological University, where they studied from 1965 to 1969. Satish then pursued further education at the Massachusetts Institute of Technology, where they completed a Master's degree in Mechanical Engineering from 1970 to 1972. Satish later decided to expand their skill set in the financial field and attended the College for Financial Planning from 1983 to 1984, where they obtained the designation of Certified Financial Planner. Overall, Satish's educational journey showcases their expertise in both engineering and financial planning disciplines.