Achieving your goals It starts with insightful advice
Sonny Gulati
Managing Director
Financial Advisor
Senior Portfolio Manager
Private Wealth Advisor
650-496-7337
650-496-7440
855-202-9513
775 Page Mill Road
Palo Alto, CA 94304
Though my clients often choose me for my comprehensive wealth management experience, I look beyond the tactical guidance and take a much more expansive view of my role. I commit to understanding you, your family, business and personal priorities, as well as your total financial picture.
With the firm's rich tradition of advising the most accomplished individuals, I am not only well-positioned to provide highly specialized guidance, but to also directly access and execute solutions with ease and efficiency.
Sonny Gulati has been recognized as an industry leader
- Forbes Best-In-State Wealth Advisors, 2019, 2020
My perspectives
Insights