Advisory Representative, Tax Preparer (CTEC), Real Estate & Insurance Agent
Gurvinder has been in the financial services industry since 1998 and joined Financial Fitness Center in 2019. The reason she has decided to join Financial Fitness Center is because of firm’s extensive experience in Financial Planning and Tax. She believes in providing financial guidance to clients through retirement income, real estate, tax, and estate planning strategies and validates their decisions so they can feel confident about their financial path and Financial Fitness Center specializes in all these areas.
Over the years, Gurvinder has worked for many major banks in assisting clients with banking, mortgages, and financial planning. She chose the career in financial planning is because she loves helping people. Gurvinder's experience includes 3 years as a Wealth Financial Advisor with Bank of the West, and over 10 years of Wealth management Experience with Bank of America and Merrill Lynch as a Financial Advisor, Vice President and Registered Investment Client Associate. Over the years, Gurvinder has become and expert at providing extensive financial planning services and investment management to high net worth clients.
Gurvinder graduated from University of California, Davis in 2002 with a Bachelor of Science in Managerial Economics and Bachelor of Arts in Psychology. In 2009, she completed her Master of Arts in Business Administration (MBA) from University of Phoenix. Currently, Gurvinder is working toward getting the CPA designation as she feels she will be able to help clients at a much greater degree by specializing in Tax.
During her spare time, she enjoys traveling with her 9-year-old daughter Jaida and spending quality time with her family and friends. Gurvinder loves working-out at her favorite local Cross-fit gym called One World Fitness and keeps her self very much involved in local social and volunteering events.