Rakesh Bharti Mba, Cfp®, Apma®

Rakesh Bharti has over 30 years of work experience in various roles. Rakesh started their career in 1982 as a Manager at Ford Motor Company. After working there for over two decades, they transitioned to a career in finance. From 2004 to 2010, they worked as a Financial Advisor at Morgan Stanley. Following that, they joined Ameriprise Financial Services, Inc. as a Financial Advisor, where they focused on helping clients plan for confident financial futures. In 2019, Rakesh joined UPSTREAM Investment Partners, LLC as a Private Wealth Manager and Vice President of Investments, where they are responsible for securities transactions and providing investment advice to clients. Through their extensive experience and expertise, Rakesh aims to build relationships and assist clients in translating their dreams into purposeful financial plans.

Rakesh Bharti completed their education in a chronological manner. Rakesh started their academic journey by earning a Bachelor of Technology degree in Mechanical Engineering from the Indian Institute of Technology, Kanpur. This degree was achieved between the years 1964 and 1969.

Subsequently, Bharti pursued a Master of Science in Mechanical Engineering at the University of Michigan. This program was completed from 1969 to 1970.

Continuing their studies at the University of Michigan, Bharti obtained a Master of Business Administration degree in Finance from 1970 to 1975.

In addition to their educational achievements, Bharti has also obtained a certification as a CFP® (CERTIFIED FINANCIAL PLANNER™ Professional) from the Certified Financial Planner Board of Standards, Inc. However, there is no information provided regarding the specific year or month when this certification was obtained.