Archana Turaga

Financial Planning Associate

About Archana

Archana joined Summitry towards the end of May 2021 as a Financial Planning Associate. She primarily works with the Private Client Group, providing advisory and planning support to the firm’s Financial Advisors. She constructs comprehensive financial plans enabling clients to plan for their financial independence.

 

Before joining Summitry, Archana worked as a Senior Associate – Wealth Management at Aspiriant (Silicon Valley team), supporting financial advisors and working with high net worth families in and out of the Bay Area. Archana is an Indian CPA and decided to make a career switch to financial planning. She has worked in the financial services industry for over 5 years.

 

Archana values the importance of family and enjoys spending quality time with them. She likes to travel and explore new places and cultures.

Q & A

  • What does “living your best Bay Area Life” mean to you?

    Bay Area offers the best of everything. Whether it is about the top schools or international cuisines or diverse cultures, this place provides the best choices available. Living my best Bay Area life would entail having a home with a backyard for my son to play and being able to get to San Francisco or any place in the Bay within an hour.
  • Discuss a personal accomplishment that you’re particularly proud of.

    A personal accomplishment would be completing my Indian CPA after moving to the United States post marriage. I flew to India to attempt the last set of papers since there wasn’t an online testing option.
  • What are your favorite pursuits outside of work?

    Spending quality time with my family (including cooking), exploring new restaurants, and socializing with friends.
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Aaron Szager

Advisor Group Manager