Helping professionals, families and business owners build and preserve their wealth by bringing focus and clarity to their financial lives. My mission is:
“To help my clients reach financial balance and have a secure future. People work hard for their money but they do not always have time to research their every financial move. I strive to help educate my clients to make more informed decisions and help them navigate the decision-making process.”
I bring a unique perspective to my role as Financial Advisor. With my extensive financial experience and desire to help people achieve financial organization and wellness, I am positioned to help clients meet their goals at every life stage. My mission is to help people achieve security, clarity and confidence as they navigate through their financial world.
Sangita has been in the financial services industry since 1998 as a Financial Advisor utilizing her specialized knowledge by educating, organizing and helping individuals and business owners with their financial world. She received her Bachelor’s degree from Boston University and her MBA from the F.W. Olin Graduate School of Business at Babson College in Wellesley, MA. She currently lives in Sherborn with her husband Mike and sons Jonathan, Dylan and Ethan.
Registered Representative & Financial Advisor of Park Avenue Securities, Financial Representative of Guardian. CA Insurance license #OG36466.