Her Story
About Saloni
Saloni Gupta is a financial advisor and Certified Financial Planner with 12 years of experience in wealth management and financial planning. She transitioned from a career as a dentist to this field, driven by a desire to help people make sound financial decisions, especially after the 2008 financial crisis. As an Indian American woman in Washington state, she has navigated challenges of representation in the industry, where women make up about 25% of financial advisors and women of color around 2-3%. She emphasizes the importance of mentorship, having benefited from it herself, and now offers her time mentoring with the CFP Board to support others entering the field. Her background includes moving countries at a young age and raising a family while building her career, which has fostered her resilience and commitment to helping clients with personal financial matters.
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