Merrill
46yrs
Top advisor by experience in Pleasanton
2yrs
Gitanjali Kumar
Financial advisor at Worthique
Gitanjali Kumar is a financial advisor in Pleasanton, California, with 2 years in the industry. Gitanjali joined Worthique in 2024, a firm offering financial planning and investment management. Gitanjali holds the CFP® designation.
At a glance
Experience2 years (since 2024)
How that compares ?2 years in the industry
OfficePleasanton, CA
FirmWorthique
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$252,763
States licensed ?1 state
Services through Worthique
Financial planningInvestment management for individuals and small businesses
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
None listed.
Career
- Oct 2024 – nowWorthiqueCurrent firm
Contact Gitanjali
(510) 676-1044Worthique main office Pleasanton, CAOffice · Get directions Firm websitewww.worthique.comIs this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Gitanjali
Tailored to Gitanjali’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- What does a financial plan with you include, and how often is it updated?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Gitanjali
How do I contact Gitanjali?
Call Worthique at (510) 676-1044 and ask for Gitanjali Kumar. Gitanjali works from the Pleasanton, CA office.
How long has Gitanjali been a financial advisor?
Gitanjali has been in the industry since 2024, about 2 years. 2 years in the industry.
What licenses does Gitanjali hold?
No exams are listed on the official record.
Is Gitanjali a fiduciary?
Gitanjali is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.
How is Gitanjali paid?
Worthique reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Gitanjali for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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