Gitanjali Kumar

Advisor at Worthique

Updated today
Worthique logo

Firm

Worthique

Location

Pleasanton, CA

Credentials

CFP®

Industry experience

1 year

About

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.

Client services

Based on Worthique

Financial planning Portfolio management

Expertise

Based on Worthique

Business ownership considerations Cash flow / budgeting College savings (529s, UTMA, etc.) Retirement income strategy

Demographic focus

Immigrants Women Professionals Gen X (Born 1965-1980)

Fee options

Flat

6000

Monthly

500

Quarterly

1500

Location

Pleasanton, CA

Most active in

California

Work history

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)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Sri K

CFP®

Fremont, CA

Encover Personal Finance

I am a seasoned technology professional and an entrepreneur based in Silicon Valley. I have experience starting and running a software company that was venture-funded and subsequently acquired by a public company. During my high-tech career, I got intrigued by money matters such as savings, investments, insurance, taxes in order to achieve my family's financial goals. Out of curiosity, I spent time reading and researching various aspects of personal finance. I realized that there are a growing number of financial options available with increasing complexity in these choices. My passion towards financial planning ultimately resulted in pursuing formal education in financial planning, subsequently completing the CFP Board requirements to be a CERTIFIED FINANCIAL PLANNER® Professional. I launched Encover Personal Finance in 2018, primarily to help technology professionals achieve their financial life goals based on my own experience. I believe in serving clients honestly and transparently in a conflict-free manner. https://www.encoverpersonalfinance.com/about

Cash flow / budgeting College savings (529s, UTMA, etc.) Self-Employed Technology Professional Mid-Career Professionals Gen X (Born 1965-1980)
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Megan R

CFP®, Series 65

Dublin, CA

Megan Rouse Financial Planning

General retirement planning Social Security optimization Tax strategies for small businesses Equity Recipients (RS/RSU, SOP, ESPP) Cash flow / budgeting
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Kautilya P

Series 65

Newark, CA

Cow Capital Inc

Private / alternative investments Stock option exercise strategy Real estate investing General tax planning

Faith C

CFP®

Newark, CA

Chrysalid Financial, LLC

Faith is a CERTIFIED FINANCIAL PLANNER™ professional and the founder of Chrysalid Financial. Our clients: We serve high achieving mid-career women in Tech with equity compensation. Whether you are too busy to manage your complex finances, feel overwhelmed by decisions about your equity compensation or wondering if your finances align with your goals, we’re available to assist as a trusted advisor. We offer expert guidance to optimize your complex finances and navigate the milestones and multi-faceted decisions stemming from your RSUs, Stock Options, ESPP and company stock. We help you: • Strategize for and optimize equity compensation. • Leverage your compensation to achieve your financial goals; whether it’s buying a home, taking a sabbatical or financial independence. • Understand, maximize and utilize employee benefits. • We manage your investments to align with your financial goals. Why Partner with Us? • Collaborative Process: Together we collaborate to optimize your complex finances. • Emphasis on you: Emphasis is on you, the future you envision, helping attain it! • We’ve walked in your shoes: As seasoned high achieving professionals in a dynamic landscape. Managing a demanding career, a busy personal life and navigating key equity compensation milestones. Want to find out more about our services, approach and how we can work together? Schedule an Introductory Call at: https://chrysalidfinancial.com/book-consultation/ Faith’s professional and educational background: Prior to Launching Chrysalid Financial Faith counseled high net-worth families with cross-border lifestyles and finances. As a former spouse to a technology professional, she brings personal experience to helping clients navigate decisions regarding equity compensation and the myriad of other employee benefits specific to the Tech industry. Previously, Faith provided consulting and research services to pension plans, foundations and endowments for 19 years as an investment professional and employee benefits consultant. Faith has an MBA in Finance from the University of Chicago Booth School of Business and has BSc. Degrees Information Systems and Business Administration. In addition to being a CFP® professional, she is a member of the Financial Planning Association, through which she volunteers as a pro-bono financial planner. Having lived on four continents and worked on three, Faith likes to travel in her free time – sampling new cuisines along the way.

Equity Recipients (RS/RSU, SOP, ESPP) Technology Professional Women Professionals Gen X (Born 1965-1980)
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Prasant S

CFA®

Fremont, CA

Mission Peak Investors, LLC

Active portfolio management Options & derivatives strategies Concentrated stock management Retirement income strategy College savings (529s, UTMA, etc.)
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Michael P

CFP®

Danville, CA

Power Investing

Equity Recipients (RS/RSU, SOP, ESPP) General estate planning guidance General tax planning Passive / index investing
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