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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 board of director at Creative Planning, Inc., an SEC Registered Investment Advisor (RIA) with clients in all 50 states and abroad. Prior to joining Creative, Gupta was 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.