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.
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