Rakesh Bharti, Mba, Cfp®, Apma® Email & Phone Number

Florida, United States

My primary service is fee based investment management. I have an MBA, CFP (certified financial planner), as well as APMA (accredited portfolio management advisor) designations. I am really interested in helping my clients deal with all aspects of their financial lives - building wealth, estate planning, retirement planning, education planning, insurance needs, social security, healthcare, and any other aspect of their lives that I can assist with.Securities offered through Sigma Financial Corporation, member FINRA (FINRA.org) and SIPC (SIPC.org).Investment Advisory services offered through Sigma Planning Corporation, a Registered InvestmentAdvisor. Upstream Investment Partners is independent of Sigma Financial Corporation and Sigma Planning Corporation.Content is strictly for general purposes and is not an offer to sell or solicit any security. For regulatorypurposes, we cannot respond to e-mails through this site and any individualized follow-up involvingeither effecting or attempting to effect transactions in securities, or the rendering of personalizedinvestment advice for compensation, will not be made to persons in states where the registeredrepresentative is not registered. Third party posts found on this profile have not been reviewed foraccuracy or completeness by nor do they reflect the views of Sigma Financial Corporation, SigmaPlanning Corporation or Upstream Investment Partners. Furthermore, to ensure compliance with certain SEC and FINRA rules, wedo not use client testimonials on social media sites; this includes receiving and/or postingrecommendations or endorsements.

Michigan, United States

Securities offered through Sigma Financial Corporation, member FINRA (FINRA.org) and SIPC (SIPC.org).Investment Advisory services offered through Sigma Planning Corporation, a Registered InvestmentAdvisor. Upstream Investment Partners is independent of Sigma Financial Corporation and Sigma Planning Corporation.Content is strictly for general purposes and is not an offer to sell or solicit any security. For regulatorypurposes, we cannot respond to e-mails through this site and any individualized follow-up involvingeither effecting or attempting to effect transactions in securities, or the rendering of personalizedinvestment advice for compensation, will not be made to persons in states where the registeredrepresentative is not registered. Third party posts found on this profile have not been reviewed foraccuracy or completeness by nor do they reflect the views of Sigma Financial Corporation, SigmaPlanning Corporation or Upstream Investment Partners. Furthermore, to ensure compliance with certain SEC and FINRA rules, wedo not use client testimonials on social media sites; this includes receiving and/or postingrecommendations or endorsements.

My mission is to help my clients plan for more confident financial futures. I help them work toward this goal by focusing on building relationships and sharing what I've learned through my years of experience. I aspire to translate my clients' dreams into plans with purpose. I provide personalized financial advice and client service that can help you plan to achieve your financial dreams and goals, too.

Worked as Finance manager in several positions, including international positions.

Mba, Finance

Mse, Mechanical Engineering

B. Tech, Mechanical Engineering