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Ajay Gupta2

Ajay K. Gupta
Chief of Investment Strategy
Board of Directors at Creative Planning, Inc

During our first conversation, it was evident that Ajay was sincere and genuinely desired to share his leadership experience and expertise to assist youth on their paths. Youth so desperately need coaching in management of their resources so they may develop a healthy balance in their journey, whether it is physical or financial wellness.

Ajay Gupta has earned the respect and admiration of those he works with. He received attention for his high-profile clientele, which includes self-help gurus Deepak Chopra and Tony Robbins. Gupta Wealth Management serves high-net-worth and ultra-high-net-worth families, endowments, and foundations nationwide.

“All of our clients are high net worth,” Gupta says. “Many of them have substantial assets with us. We have a lot of accounts between $2 million and $20 million.”

Tony Robbins included Gupta’s experience in his book Money: Master The Game: 7 Simple Steps to Financial Freedom. The exposure has fueled the growth of Gupta Wealth Management and has raised Gupta’s profile within the industry.

But his success and ambition are guarded by his humility. The Canadian son of an Indian immigrant, Gupta is a second-generation financial advisor.

“My father inspired me to take care of others, as he did for myself and my siblings,” Gupta says. “I began exploring the realm of finance at a young age, and have been learning ever since.”

After studying at Concordia University and completing the Wharton School's advanced training program for the CIMA designation, then interning with his father, he began working in the industry, first taking a job as a broker and advisor with Midland Walwyn, which was later purchased by Merrill Lynch. In 2000, he moved his practice to San Diego.

With his conviction about the importance of independence, transparency, and objective advice, Ajay K. Gupta actively co-collaborates with high-net-worth individuals in developing and implementing cohesive strategies that address their financial, investment, insurance, tax, charitable, and estate planning needs.

Ajay K. Gupta serves as the Chief of Investment Strategy and on the Board of Directors at Creative Planning, Inc., an SEC Registered Investment Advisor (RIA) with clients in all 50 states and abroad. Prior to joining Creative, Gupta was the founding principal of Gupta Wealth Management (GWM), a San Diego-based RIA, after having lead San Diego wealth management team for UBS.

Ajay earned a Bachelor of Commerce with a major in finance from Concordia University.  He attained the Certified Investment Management Analyst (CIMA®) designation after successfully completing the Advanced Training Program at the University of Pennsylvania’s Wharton School of Business.  Gupta also completed the Private Equity and Venture Capital (PEVC) program at Harvard Business School and the Certified Private Wealth Advisor Education Program at the University of Chicago’s Booth School of Business.

Ajay lives in San Diego, California, with his wife, son, and twin daughters.