Sanjay DharCA Insurance License: #0G68120

Sanjay Dhar

CA Insurance License: #0G68120

Wealth Manager, Investment Advisor Representative

Sanjay earned his bachelor’s degree in engineering from the M. S. University of Baroda in India. His early career was in Software and Information Technology.

Sanjay and his wife Shikha have lived in the Bay Area since 1994 and moved to Pleasanton in 2000. They raised their two kids, Shailin and Sachin, in Alameda, Lafayette and Pleasanton. Sanjay’s family includes two little grandkids, Leo and Lara.

He started working in securities and financial services in 2009, and has worked with individual clients and small businesses to help them with their financial goals.

He believes in educating his clients to help them make better decisions regarding their financial future. He enjoys being an always ready resource for his clients.