Sita R. Lalchandani

Sita Lalchandani is a Certified Financial Planner with GLH Financial Services in Citrus Heights, California. She is dedicated to providing exceptional service to her clientele of successful professionals, business owners, retirees, high-net-worth individuals, and others who are serious about increasing their wealth while protecting their assets.

A seasoned professional with 38 years in financial services, Sita has a wealth of knowledge and experience to share with her clients. She specializes in retirement and estate planning, tax reduction and a variety of proven wealth creation and preservation strategies. In addition to her focus on securities for the past 23 years, Sita has accumulated fifteen years of experience in banking.

When describing the essence of her work philosophy, Sita stresses four key values: trust, integrity, service and commitment. She prides herself on doing business based on these elements, knowing that it instills 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 has been an active member of the Sierra Sacramento Valley Medical Society Alliance serving on the board and providing financial guidance for over 21 years. Sita and her husband Ram have three children: Mira, Rupa and Gopal.

Compensation method: commission and fee.