Sumit Sharma

Relationship Manager


2007 began his financial planning career, age 23 with LPL Financial Services.

2012 awarded the prestigious centurion producer award along with Million Dollar Round Table for 2015, 2016, 2017 at AXA Equitable.

2018 worked at Citibank as a wealth advisor specializing in financial planning for high-net-worth clients and managed 4 branches in Los Angeles area.

2020 worked at Morgan Stanley as a Financial Planning director and covered 6 complexes (180+ advisors) in Newport Beach, CA.

2022 recruited by Deloitte and Touche LLP, one of the largest and most reputable accounting firms in the world, to enhance his knowledge and gain exposure in taxes and auditing.

2022 began at Fortress Financial, in the capacity as a Relationship Manager, where he collaborates with the more senior advisor on financial planning and a plethora of areas from client engagement, onboarding, quantitative need/goal vs outcomes analysis and ongoing experience management. 



Bachelor of Business Science (Finance) 2008. California State University, Northridge.
Certificate of Personal Financial Planning 2016: University of California, Los Angeles.
Master of Professional Accountancy 2021: University of California, Irvine.



FINRA Series 7 (General Securities Representative).
FINRA Series 63 (Uniform Securities Agent State Law).
FINRA Series 65 (Uniform Investment Advisor Law).
California Insurance License # 0H82150 (Life, Health and Disability).



Outside of work, Sumit enjoys playing cricket, basketball, and tennis. He is a member of the Calabasas basketball and Los Angeles Tennis league. On weekends he can be found spending time with his family and friends.





Phone (310) 476-9800
Fax (310) 476-9803
Mobile Phone 818-584-9540