Ajay Sarkaria

Ajay Sarkaria has over a decade of experience in private wealth management, having held key roles at Fidelity Investments, including RVP of Advanced Planning and Vice President of Wealth Strategist. Prior to this, Ajay worked as a Tax Manager in Private Client Services at Ernst & Young and served as a Tax Associate at Grant Thornton. Ajay holds a Bachelor of Science in Accounting from Lehigh University and completed both a Juris Doctor and an LL.M. in Taxation. Ajay began their professional journey as an Associate Attorney focused on Tax, Trust & Estate.