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Dhruv Gupta Location
California, United States
Dhruv Gupta Work
President and CEO @ (July 2010 - Present)
President and CEO @ (July 2008 - Present)
Co-Founder and Chief Compliance Officer @ (February 2001 - Present)
Investment Advisor Representative @ (September 2018 - October 2025)
Director of International Banking @ (April 2007 - May 2008)
Vice President @ (August 2006 - March 2007)
Vice President @ (November 1999 - April 2005)
Relationship Manager @ Sanwa Bank (January 1997 - January 1999)
Dhruv Gupta Education
University of San Francisco
MBA (Business/Managerial Economics)
2002-2003
California State University - East Bay
Bachelor of Science (B.S.)
1986-1993
Dhruv Gupta Skills
Employee Benefits
Investments
Banking
Financial Services
Loans
Business Analysis
Portfolio Management
Retirement Planning
Strategic Financial Planning
Risk Management
Financial Analysis
Wealth Management
SAP
Credit
Insurance
Mutual Funds
Commercial Lending
Business Strategy
Asset Managment
Business Intelligence
Management
Business Development
Integration
Strategic Planning
401k
Disability Insurance
Long-term Care
Mergers & Acquisitions
Executive Management
Finance
Strategy
Financial Planning
Long Term Care
Mergers and Acquisitions
Dhruv Gupta Summary
Dhruv Gupta, based in California, United States, is currently a President and CEO at Essential Wealth Advisors LLC. Dhruv Gupta brings experience from previous roles at Essential Wealth Advisors LLC, Sainergy Inc., Emerson Equity and Fremont Bank. Dhruv Gupta holds a 2002 - 2003 MBA in Business/Managerial Economics @ University of San Francisco. With a robust skill set that includes Employee Benefits, Investments, Banking, Financial Services, Loans and more. Dhruv Gupta has 3 emails and 1 mobile phone numbers on RocketReach.
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