About Me
Born in India and raised in Southern California, I immigrated to the United States with my family, where my parents emphasized the value of education and hard work.
Growing up in Orange County, I graduated in the top 10% of my high school class and earned a Computer Science degree from the University of California, Berkeley, completing the program in just three years. My career began in Silicon Valley as a software engineer. Driven by a desire to broaden my expertise, I pursued an MBA in International Business and Finance from Pepperdine University. This program included a yearlong study abroad and internship in Sao Paulo, Brazil, enriching my global perspective and cross-cultural understanding. In 2004, I transitioned from tech to finance, initially working as a financial analyst and progressing into leadership roles. My tenure included two years as an Investment Associate at Northwestern Mutual. In 2013, I established my own financial planning practice as a Wealth Management Advisor. I specialize in tax strategies and planning, helping clients make the best financial decisions of their life. My professional achievements include qualifying for the Million Dollar Round Table (2016–2023), attending the Lives Leader Summit (2021, 2022), and being recognized by Forbes as one of the Best-in-State Financial Security Professionals (2022–2025). I hold numerous certifications, underscoring my commitment to continuous education as a cornerstone of my practice. Guided by the principles of transparency, accountability, and customization, I focus on creating tailored financial solutions for each client. My approach emphasizes plan-centered decisions and prioritizes execution over analysis, ensuring that strategies are not just theoretical but actionable and impactful. I am actively involved in my community, serving as treasurer for my daughter's PTA and Girl Scouts, and coaching sports for both of my children. I reside in Redondo Beach with my wife, Shefali, and our children, Vihan and Amara. Outside of work, I enjoy surfing and volleyball, which keeps me grounded and energized, allowing me to be present for my family, clients, and community.
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Interests & Hobbies
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Credentials
MBA, CFP, CLF, ChFC, RICP, CAP, CLU, CLTC
Chartered Designations
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Disclosures
Securities and Mutual Fund orders can only be placed by phone or in person. We will not process orders sent electronically, including but not limited to, communications sent via the Internet, mobile and cellular technologies, and electronic mail. Also, communications transmitted by you electronically represents your consent to two-way communication by electronic means. If you receive communications in error, please contact the sender and delete the material from any electronic means on which it exists. © 2025 The Northwestern Mutual Life Insurance Company. All rights reserved. 720 East Wisconsin Avenue, Milwaukee, Wisconsin 53202-4797 - (414) 271-1444. Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) (life and disability Insurance, annuities, and life insurance with long-term care benefits) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC) (long-term care insurance), Northwestern Mutual Investment Services, LLC (NMIS) (investment brokerage services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company® (NMWMC) (investment advisory and trust services), a federal savings bank. NM and its subsidiaries are in Milwaukee, WI. Sandeep Gupta uses Precision Point Capital Wealth Management and Insurance Services as a marketing name for doing business as a representative of Northwestern Mutual. Precision Point Capital Wealth Management and Insurance Services is not a registered investment adviser, broker-dealer, insurance agency or federal savings bank. Sandeep Gupta is an Insurance Agent of NM. Sandeep Gupta is an Agent of NLTC. Investment brokerage services provided by Sandeep Gupta as a Registered Representative of NMIS. Investment advisory services provided by Sandeep Gupta as an Advisor of NMWMC. The products and services referenced are offered and sold only by appropriately appointed and licensed entities and financial advisors and representatives. Financial advisors and representatives and their staff might not represent all entities shown or provide all the products or services discussed on this website. Not all products and services are available in all states. Not all Northwestern Mutual representatives are advisors. Only those representatives with "Advisor" in their title or who otherwise disclose their status as an advisor of NMWMC are credentialed as NMWMC representatives to provide investment advisory services. Depending on the products and/or services being recommended or considered, refer to the appropriate disclosure brochure for important information on the Northwestern Mutual Wealth Management Company, its services, fees and conflicts of interest before investing. To obtain a copy of one or more of these brochures, contact your representative. Sandeep Gupta is primarily licensed in CA and may be licensed in other states. Sandeep Gupta CA License: 0E85565 Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.