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Notable Concordian

Ajay K. Gupta

BComm 95

Ajay Gupta, BComm 95
Awards & Distinctions

Benoît Pelland Alumna/Alumnus of the Year – 2022

Ajay Gupta is a wealth management veteran and most recently, retired chief investment strategist at Creative Planning, a $90-billion registered investment advisor.

Prior to his role at Creative Planning, Gupta was CEO and founder of Gupta Wealth Management, which ultimately merged with Creative Planning. Since moving to San Diego more than two decades ago, Gupta quickly amassed the largest wealth management team in San Diego for Merrill Lynch and then UBS.

Gupta was the personal advisor to many ultra-high net worth families and was fortunate enough to have been featured by his friend and client Tony Robbins in his #1 New York Times bestseller, Money: Master the Game.

Gupta is former president and current board member of the Chopra Foundation, the charitable arm of Deepak Chopra’s endeavors. He also sits on the board of the Tony Robbins Foundation.  He and his family are active in the community with various philanthropic endeavors via his family foundation.

Gupta enjoys the company of fascinating people, international travels, fine dining, exploring investment opportunities, and most importantly, spending quality time with his wife and three children.

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