Nisha has almost three decades of client relations experience and holds the Series 7 license. Nisha focuses on building a client-centric firm Reviewed By ensuring a holistic client experience. Nisha manages office staff, client onboarding, internal office operations, compliance and assists the advisors with their handling of investment portfolio strategies.
Shortly after graduating from Temple University, Sandeep and Nisha met, married, and moved to San Diego to begin their careers focusing their time and efforts on helping families realize their financial goals. In her free time, she is busy with their three children, Ashni, Smita, and Sanjeev, spending the evening taking in the magic of a sunset and watching a new educational series.