Gitanjali Kumar
Advisor at Worthique
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Worthique
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
I'm a Certified Financial Planner™ with over 20 years of experience in financial services. I began my career as a paraplanner at Merrill Lynch and Lincoln Financial, then spent more than a decade building financial planning platforms at Fiserv and US Bank. That work gave me a strong foundation in the technical side of planning, but what I always valued most was the human side.
I’ve returned to working directly with individuals because I believe financial planning is deeply personal. It’s not just about spreadsheets or investments, it’s about aligning your money with the life you want to live.
I founded Worthique to provide a space where you can talk openly about your finances without fear or judgment. I offer thoughtful, clear guidance to help you take ownership of your financial future, on your terms.
My approach blends empathy with technical expertise across: Retirement planning Tax strategy Equity compensation Estate planning Investment management
Financial planning, for me, is about helping you connect your values with your goals and make decisions with confidence. I’m here to listen, to guide, and to help you build a plan that reflects your worth.
Based on Worthique
6000
500
1500
Pleasanton, CA
California
Worthique LLC
2024 - Present (2 years)
N/a
2023 - 2024 (1 year)
AssetMark
2022 - 2023 (1 year)
N/a
2022 - 2022 (1 year)
US Bank
2017 - 2022 (5 years)
Advisor Software (acquired by Refinitiv)
2016 - 2017 (1 year)
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Is not active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Bank
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Trust company
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Fund sponsor
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
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