portrait of Arti Gupta
FINANCIAL ADVISOR
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About Arti

I am a finance professional with almost 20 years of experience helping individuals and business clients invest, manage and grow their portfolios. Over the span of my career, I have held progressive positions in portfolio management and risk management at established banks. In my last role, I was a fixed income trader at one of the oldest U.S. banks. My goal has always been to deliver value for my clients.

I want to know your circumstances and understand your personal goals, whether they are to fund retirement, grow your portfolio, set up a college fund for your children or pass...

Focus Areas

  • Retirement Savings Strategies
  • College Savings
  • Estate & Legacy Strategies
  • Entrepreneurs & Business Owners
  • Dentists
  • Healthcare Professionals

Work History

  • Edward JonesSeptember 2024 to Current
  • Bank of New York MellonApril 2022 to April 2024

Certifications

  • CFA®

    Chartered Financial Analyst®

Education

  • New York UniversityBachelors

Personal Interests

  • Traveling
  • Reading
  • Health & Nutrition
  • Personal Fitness
  • Community Outreach

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