Sagar was introduced to financial planning at an early age as he watched his parents, both Indian immigrants, build a new life on sound financial principles.
Joined Lido: 2024
Homebase: Chicago
Professional Focus: Sagar relies on his industry experience, financial planning knowledge, and the comprehensive capabilities of the firm to deliver holistic financial services to clients. He considers his clients as part of his family, and he treats them as such.
Education: B.S., Economics, University of Illinois at Urbana-Champaign
Previous Work Highlights: He has over 5 years of industry experience, most recently with Charles Schwab as their Financial Consultant Vice President and an Investment Consultant.
Personal Facts: Sagar enjoys spending time with family, traveling, and the occasional local car meet. He has visited 17 countries (and counting!), and he can speak three languages: English, Gujarati, and Hindi.
