Chintan joined Summitry in 2021 as a Financial Planning Associate. He supports the firm’s financial advisors to create comprehensive and holistic financial plans for our clients.
Prior to joining Summitry, Chintan worked as a Senior Tax and Financial Planning Analyst at Chequers Financial Management in San Francisco, where he specialized in tax compliance, equity compensation plans, estate and retirement planning. Chintan has previously also held positions at EY and HSBC in their Alternative Investments’ Tax and Accounting practices respectively. Chintan holds a Master of Science in Taxation degree from Golden Gate University in San Francisco. He also holds a bachelor’s degree in Accountancy from Calcutta University.
Chintan is originally from India and has been living in San Francisco since 2013. Outside of work, he enjoys watching Soccer and F1, hiking and eating out at new restaurants in the Bay Area.