As a partner GLH&C, Sita is dedicated to providing exceptional service to business owners, retirees, high net worth individuals, and others who are serious about increasing their wealth while protecting their assets. She takes the time to learn about her clients’ core values, needs and desires before building a long-term saving and investing strategy to help them achieve their goals.
Sita is a seasoned professional with 38 years of experience in financial services, including 23 years focused on securities and 15 years in banking. She offers clients a wealth of knowledge and experience in all areas of financial planning, specializing in retirement and estate planning, tax reduction, and a variety of proven wealth creation and preservation strategies.
Sita’s business philosophy stresses four key values: trust, integrity, service and commitment. She prides herself on knowing that these values instill confidence in her clients. As a result, Sita has developed a loyal following among her clients and has built a practice that includes many corporate retirement plans.
Sita earned a bachelor’s degree in economics with a minor in psychology at St. Xavier’s College in Ahmedabad, India.
Sita and her husband Ram have three children: Mira, Rupa and Gopal.