Sandeep began his financial services career as an intern in 2001 while he studied finance and entrepreneurship at Babson College outside Boston. With those two focuses becoming a financial advisor seemed like an inevitable career path.
Over the past 17 years he has built a bicoastal practice, Merit Wealth Management, that leverages technology as a means to deepen client relationships. Merit Wealth has been able to achieve sustainable organic growth because of its process driven approach and clearly defined roles for both staff and clients. He currently spends his time leading his team while servicing a subset of the overall practice on topics that need his attention.
Outside of work, Sandeep has been married to his wife Dana since 2012. They have three young boys, Maxwell, Wyatt and Everett along with two dogs, Henry and Benjamin. When not chasing the kids and dogs he can be found playing tennis or cycling.