Sheetal Bagde

Q: What is Sheetal Bagde email address?

Email Sheetal Bagde at sheetalbagdiya@gmail.com, sheetalbagde@gmail.com and sheetal@cognizantwealth.com. This email is the most updated Sheetal Bagde's email found in 2026.

Q: How to contact Sheetal Bagde?

To contact Sheetal Bagde send an email to sheetalbagdiya@gmail.com, sheetalbagde@gmail.com or sheetal@cognizantwealth.com. If you want to call Sheetal Bagde try calling on 6502766631. (updated on September 01, 2024)

Wealth Manager at Cognizant Wealth Advisors | Palo Alto, California, United States

About Sheetal Bagde

Sheetal Bagde is a dedicated Wealth Manager at Cognizant Wealth Advisors, where she leverages her extensive expertise in customized portfolio management and comprehensive financial planning to safeguard her clients' futures. With a strong foundation in risk management and financial modeling, Sheetal excels at crafting tailored investment strategies that align with her clients’ unique financial goals and aspirations. Her approach is deeply rooted in sound academic evidence, ensuring that every piece of advice she provides is both reliable and effective.

Currently, Sheetal is spearheading key projects that focus on enhancing client engagement through personalized financial strategies. She specializes in tax planning, stock options strategy, and retirement and estate planning, ensuring that her clients are not only prepared for the present but also for the future. Her passion for being a personal advocate shines through as she witnesses the transformative impact of her guidance on clients’ lives.

In an industry where trust and integrity are paramount, Sheetal embodies the essence of a fiduciary advisor. She believes that courage is essential in the wealth management space, particularly when it comes to seeking help and making informed decisions. By fostering open communication and building strong relationships, she empowers her clients to invest thoughtfully and plan confidently. As a result, Sheetal Bagde is not just a wealth manager; she is a partner in her clients' journeys toward financial security and prosperity.

Sheetal Bagde Work

Wealth Manager at Cognizant Wealth Advisors in March 2018 to Present

Portfolio Manager at Bingham, Osborn & Scarborough, LLC in May 2017 to February 2018

Wealth Advisor at Buckingham Strategic Wealth in December 2014 to March 2017

Sheetal Bagde Education

University of California, Berkeley

University of Maryland, MS

Savitribai Phule Pune University, BE

Sheetal Bagde Skills

Risk Management

Financial Modeling

Investments

About Sheetal Bagde's Current Company

Cognizant Wealth Advisors

Discover more about Cognizant Wealth Advisors

Frequently Asked Questions about Sheetal Bagde

What is Sheetal Bagde email address?

Email Sheetal Bagde at [email protected], [email protected] and [email protected]. This email is the most updated Sheetal Bagde's email found in 2026.

What is Sheetal Bagde phone number?

Sheetal Bagde phone number is 6502766631.

How to contact Sheetal Bagde?

To contact Sheetal Bagde send an email to [email protected], [email protected] or [email protected]. If you want to call Sheetal Bagde try calling on 6502766631. (updated on September 01, 2024)

What company does Sheetal Bagde work for?

Sheetal Bagde works for Cognizant Wealth Advisors

What is Sheetal Bagde's role at Cognizant Wealth Advisors?

Sheetal Bagde is Wealth Manager

What industry does Sheetal Bagde work in?

Sheetal Bagde works in the Financial Services industry.

Sheetal Bagde Email Addresses

Email Sheetal Bagde at [email protected], [email protected] and [email protected]. This email is the most updated Sheetal Bagde's email found in 2026.