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portrait of Sunil N Sanghvi
FINANCIAL ADVISOR

Sunil N Sanghvi

CFP®, AAMS™
11747 N E 1st St, Ste 320, Bellevue, WA 98005opens in a new window
Accepting New Clients
CallSend Me a Message

About Sunil

I grew up in Milwaukee, WI, and graduated from Purdue University with a business degree and industrial engineering minor. My passion for helping others and meeting their needs led me to a career in sales and an interim role as a teacher. I became an Edward Jones financial advisor in June 2008 after experiencing through family the implications of misguidance by financial brokers interested primarily in transaction fees. This drives my passion to build meaningful, trusted relationships with clients by focusing my energy on providing sound investment advice.

Together, with Senior Branch Office Administrator Marcia Adams, we work as a...

Focus Areas

  • Wealth Strategies
  • Retirement Income Strategies
  • Estate & Legacy Strategies
  • Retirement Savings Strategies
  • Entrepreneurs & Business Owners
  • Insurance & Annuities

Work History

  • Edward JonesJune 2008 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

  • AAMS™

    Accredited Asset Management Specialist™

Education

  • Purdue Univ - West LafayetteBachelor of Science

Personal Interests

  • Hiking
  • Skiing
  • Volunteering
  • Outdoor Enthusiast
  • Traveling

Team Members

  • Marcia Adams
    Sr. Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 04:30PM
Tue 08:30AM - 04:30PM
Wed 08:30AM - 04:30PM
Thu 08:30AM - 04:30PM
Fri 08:30AM - 04:30PM
Sat Closed
Sun Closed

Phone

(425) 836-8721

Fax

(866) 445-1884

Office Address

11747 N E 1st St
Ste 320
Bellevue, WA 98005opens in a new window

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