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.
