Sandeep Singh Saini
Investment adviser representative at Planvest Financial, Inc.
24 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$175.9MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
24 years in the industry.
- Planvest Financial, Inc.Jan 2025 to now
- RetiredSep 2024 to Jan 2025
- Ssi Education dba the Goddard SchoolJul 2014 to Sep 2020
- US Public Health Services / FdaApr 2002 to Sep 2024
Designations
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (MD).
Planvest Financial, Inc.
$175.9MAssets managed
309Clients
6Advisers
2 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 8031714
- Firm CRD
- 290306