Gitanjali Kumar is a CFP-designated registered investment advisor at Worthique, based in Pleasanton, CA, with 1 years of industry experience. Gitanjali operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Cross-Border Planning, Education Planning, Estate Planning, and 6 more. Their firm serves 3 clients with $760K in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.50% |
The fee for Investment Management services is negotiable.
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Contact
Gitanjali Kumar
Location
Pleasanton, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Worthique
State Registrations1 state
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Exams
Additional Information
I'm a Certified Financial Planner™ with over 20 years of experience in financial services. I began my career as a paraplanner at Merrill Lynch and Lincoln Financial, then spent over a decade building financial planning technology platforms for firms like Fiserv and US Bank. Today, I’ve returned to my roots, working directly with clients because I believe financial planning is deeply personal and transformative.