Archana is a Financial Planning Associate at Summitry. 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.
Prior to joining Summitry, Archana attended the University of Mumbai. She 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 since 2015.
Archana values the importance of family and enjoys spending quality time with them, traveling, and exploring new places and cultures.
