Sweta Bhargav (CFA, CFP®)

Sweta Bhargav focuses in the
following client markets or areas of practice:

  • Business Owners
  • Cash Flow/Budgets/Credit Issues
  • Entrepreneurs
  • High Net Worth Client Needs
  • Medical Professionals
  • Millennials

Planning Specialties

I help working professionals, executives, entrepreneurs, and business owners grow wealth and create the life they want through financial planning and investment management. As Founder and Principal Financial Advisor at Adviso Wealth, I provide a bespoke service to my clients so they can sleep well at night knowing that all their financial matters have been handled and are optimized for their needs.

Being a CFA Charterholder and CFP® professional, and an American, British, Indian, I have a global perspective of how our views are shaped on money and finances. I also have several family members who are small business owners and have a keen understanding of the challenges they face operating and growing their respective businesses.

Additional Information

My professional background includes over ten years in asset management and private wealth management in the U.K. and the U.S. Prior to founding Adviso Wealth, I was a lead analyst for investment research and solutions for over $3 billion AUM at Merrill Lynch. I was involved in tailored asset allocation strategies for High-Net-Worth individuals where I analyzed investment accounts, monitored concentrated positions for clients, and provided bespoke investment research. I have worked with clients from a variety of states across the US, at various stages of life and helped them successfully navigate and resolve complex challenges at the intersection of life and money.

NAPFA Start Date

January 04, 2021

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This Office

7244 Castor Ave # 1075 Philadelphia, PA 19149-1109 Phone: (610) 840-2622