Dev Gupta

Background

About Dev Gupta

My mission is to bring transparency, simplicity, and clarity to the financial services industry. My wealth management practice and technology platform helps clients achieve their dreams and live fulfilling lives. In the wake of fear & uncertainty, knowing where you are and where you are going is essential. I cultivate long term relationships and it is my duty to protect and serve my clients in all areas that are financial. MY PROFESSIONAL EXPERIENCE: I’ve been active in the financial services industry for 20+ years. My experience includes wealth management planning, executive compensation analysis, estate planning, investments, lending, insurance and cash management. I hold the CFP® (CERTIFIED FINANCIAL PLANNER™) certification awarded by the Certified Financial Planner Board of Standards. I AM MOST PROUD OF: Having an analytical career that spans both technology and finance Creating VizWealth.com, and being an occasional guest speaker on CNBC and Marketwatch Being a beacon of positivity for my clients, friends, family, and loved ones My mountain bike I WELCOME A CONNECTION IF: You are a venture-backed startup, business owner, or corporate executive with equity compensation (options, restricted stock, rule 144, 10b5-1 plans, acquisitions, business banking, etc.) Seeking customized and thoughtful financial guidance for your family Approaching retirement or recently retired An independent woman experiencing a life transition (i.e. divorce, death of a spouse) A CPA or Attorney interested in providing a valuable resource for your clients Interested in an informed second opinion on your financial situation