Founded by Anish Gupta, a former Goldman Sachs advisor, Gupta Wealth Management is an independent, fee-only Registered Investment Advisor (RIA) based in San Diego, California. The firm operates under a fiduciary standard, meaning it is legally obligated to act in its clients' best interests. Its core mission is to provide comprehensive and objective financial planning and investment management services, focusing on a holistic approach that integrates investment strategy, retirement planning, tax optimization, and estate planning for a select group of affluent clients.

Founded in

United States