Samriti Dhingra

As a CFP® professional, Samriti helps her clients plan for their most important financial goals. What qualifies as an important financial goal is different for each client – Samriti learned this experiencing different cultures as she grew up in the Middle East and also lived in Canada, the UK, and now the US. Samriti wears a lot of hats – she is a full-time professional, wife and mother – so she appreciates the value she brings to clients; helping them through their financial worries frees up time to focus on what matters most to them. Most of her clients are physicians so she spends a lot of time discussing debt management, strategies to build and preserve wealth, options to protect assets from lawsuits, and ideas to raise children responsible for stewarding wealth.