skip navigation

Plan for Tomorrow

Live for today

Live for today

Let us help you plan for the future.

Shambhavi Gupta

Shambhavi Gupta

Research Coordinator, The Financial Services Network

 

Prior to joining The Network in 2020, Shambahvi interned with the United Nations Development Programme and the Make-A-Wish Foundation. Additionally as a Forbes Under 30 Scholar, Shambhavi’s drive for innovation, leadership, and problem-solving are just part of the value she adds to the Portfolio Consulting Team. Shambahvi’s passion for finance and global economics was realized while studying economics and international relations at the University of California, Davis. In her role as Research Coordinator, Shambhavi provides Independent Wealth Connections with trading, research, and reporting support. Shambhavi currently resides in Northern California. Outside of the office, she enjoys playing tennis, piano, reading and writing articles on international affairs and economics.