Sandeep Gupta, MBA, CFP, CLF, ChFC, RICP, CAP, CLU, CLTC in

Sandeep Gupta, MBA, CFP, CLF, ChFC, RICP, CAP, CLU, CLTC

Sharpshooter · DISC type DC
Principal Owner at Pier Point Wealth Management and Insurance Services
📍 Manhattan Beach, California, United States

Professional overview including current role context, leadership scope, domain focus, and career trajectory to help you understand background relevance before outreach.

Key behavioral and communication insights including interaction style, decision-making tendencies, and motivation drivers to tailor messaging and personalize conversations.

Business priorities, areas of interest, and practical outreach recommendations that can improve conversion quality for this professional.

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Experience
18 Years
Current Role
Principal Owner
Job Level
Mid-senior
Location
Manhattan Beach, California, United States
Personality Overview

How Sandeep shows up

Precise But Practical
ROI Driven
Rigorous & Demanding

They do not care very much about building rapport or relationships. They like to stay in control of the negotiation or defining of the terms. They put a lot of effort into ensuring personal success.

Priorities

Topics Sandeep cares about

Strategic Priorities
Topic insights and context to help personalize outreach and discovery conversations.
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Career

Work history

8-2024
Principal Owner
Pier Point Wealth Management and Insurance Services
8-2013
Wealth Management Advisor
Northwestern Mutual
2-2017 - 6-2018
Field Director
Northwestern Mutual
1-2013 - 8-2013
Consultant
ExcelMe
6-2012 - 12-2012
Director, Marketing Planning & Analysis
Guthy|Renker
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
2002 - 2004
MBA
Pepperdine Graziadio Business School
2003 - 2004
MBA
FGV - Fundação Getulio Vargas
1996 - 1999
BA
University of California, Berkeley
Social presence
in
Behavioral profile

DISC profile (public)

D

Dominance (D)

Dominance (D) reflects how goal and task oriented a person is, and their ability to accomplish results irrespective of how demanding the circumstances might be. Those scoring high tend to be motivated by winning, competition, and success.

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