Invest with Confidence
Helping you plan a bright future!
Invest with Confidence
Helping you plan a bright future!
About Me
Private Wealth Manager
Rakesh Bharti Biography
Education – BS with Distinction in Mechanical Engineering; MS in Mechanical Engineering from University of Michigan; MBA with high Distinction from University of Michigan.
Accreditations/Designations – FINRA Series 7 and Series 66. CFP (Certified Financial Planner) in 2007, APMA (Accredited Portfolio Management Advisor) in 2017
Work Experience – Ford Motor Co – Engineering and Corporate Finance, Morgan Stanley – Financial Advisor 2004-2010, Ameriprise Financial – Financial Advisor and Associate Vice President – 2010-2019, Sigma Financial Corp. – Private Wealth Manager, 2019-present.
I started my career as an engineer. I completed my MBA from University of Michigan in Finance while working, and moved to Corporate Finance at Ford Motor Company. At Ford Finance, I worked as a manger in several diverse areas. I passed my CFP exam in 2003, and decided to take early retirement from Ford and follow my passion by pursuing a career in Financial Planning and Wealth Management. I started my Financial Advisor career at Morgan Stanley in 2004, and then moved to Ameriprise Financial in 2010. In 2017, I received APMA (Accredited Portfolio Management Advisor) accreditation, significantly improving my understanding of portfolio management. In 2019, I moved to Sigma Financial Corp as Private Wealth Manager. Sigma provides a true open architecture, and allows a diverse array of investments for clients. In summary, I believe my educational background, life experience, obtaining industry accreditations, and going through 2008 business cycle have made me a valuable wealth manager today.
I am committed to high client satisfaction as my primary goal. In that regard, I want to understand client needs, goals, and objectives. Using all my experience, I strive to provide the best possible advice available. My relationship with clients is that of their personal CFO, allowing objective advice and an open platform for discussion.
I am married with two grown up children. My son is MIT grad, and presently working in financial services industry in Greenwich, CT. My daughter is a PhD in Infectious diseases, and presently is Associate Professor at Penn State University. I enjoy tennis, casual swimming, travelling, playing bridge, and gentle yoga.
About Us
Why Us?
We have a commitment to ethics and integrity. We always put the clients interest first. We’re all fully licensed and credentialed. And you can count on unbiased recommendations and impartial guidance.
A Proven Approach
We start by clarifying our fee structure and explaining the different ways we can help. Then we analyze your goals and compare them to your current portfolio. Then we recommend an investment strategy designed to meet your risk tolerance.
Planning Futures
Since 2005, we have helped create programs and portfolios to meet long-term financial goals. Have questions about investments, taxes, retirement, and/or estate planning? I can help you.