Our Qualifications

Anil Gulati has been providing financial advice and services to his clients since 1982. He has obtained the professional designations of Chartered Financial Consultant and Chartered Life Underwriter through the American College. He was awarded a certificate upon completion of Wharton Program in Retirement Planning.

Mr. Gulati is a graduate of Punjab University in India where he earned both bachelor's and master's degrees with honors in economics. He furthered his education by attaining his MBA from the University of Kansas in 1980. For nearly four years Anil hosted a Bay Area television show, "Money Talks with Anil Gulati." He lives in Fremont, CA with his wife Dr. Anjali Gulati and their three boys, Neal, Avi and Aaditya.