I grew up in Milwaukee, WI and graduated from Purdue University with a business degree and industrial engineering minor. My passion for helping others and meeting their needs led me to career in sales and an interim role as a teacher. I became an Edward Jones financial advisor in June 2008 after experiencing through family the implications of misguidance by financial brokers interested primarily in transaction fees. This drives my passion to build lasting, meaningful relationships with each client by focusing energy on continuous learning and sound investment advice.
Together, with branch office administrator, April Shimabukuro, we work as a team using an established process to truly understand what's most important to you and orchestrate financial strategies to realize your life goals. I believe strongly in transparency and education, ensuring clients have a succinct plan and understand their choices and risks when investing. It is imperative to build trust with your advisor and receive the time and attention when you need it most – starting a financial strategy, during life changing events, protecting life savings, decisions about leaving a legacy and estate considerations.
If you would value a personable and professional advocate who is in your corner, then we should have a conversation.
I enjoy giving back to the community and actively support many different organizations including Trilogy for Kids, Eastside Baby Corner, Seattle's Union Gospel Mission, Farestart and the local chapter of the Alzheimer's Association. I love being outdoors and learning about other cultures and travel (when possible) with my son and daughter to different parts of the world. Here in Washington, my son and I can often be found hiking, kayaking, biking or skiing.
- Wealth Strategies
- Retirement Income Strategies
- Estate & Legacy Strategies
- Retirement Savings Strategies
- Entrepreneurs & Business Owners
- Insurance & Annuities
My Personal Interests
- Outdoor Enthusiast
Phone NumberSunil N Sanghvi at (425) 836-8721
|Mon||08:30AM - 04:30PM|
|Tue||08:30AM - 04:30PM|
|Wed||08:30AM - 04:30PM|
|Thu||08:30AM - 04:30PM|
|Fri||08:30AM - 04:30PM|
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