Sweta Bhargav (CEPA, CFA, CFP®)
Sweta Bhargav focuses in the
following client markets or areas of practice:
- Baby Boomers
- Business Owners
- Charitable Giving
- Corporate Executives
- Entrepreneurs
- Estate & Generational Planning Issues
- Baby Boomers
- Business Owners
- Charitable Giving
- Corporate Executives
- Entrepreneurs
- Estate & Generational Planning Issues
Planning Specialties
Clients often seek guidance in areas such as:
- Retirement planning and retirement income strategy
- Investment management and portfolio construction
- Financial planning for business owners
- Executive compensation and equity planning
- Concentrated stock diversification strategies
- Tax-efficient withdrawal and Roth conversion planning
- Social Security and Medicare planning
- Estate and tax planning coordination with CPAs and attorneys
Most clients come to Adviso Wealth when they are navigating important financial transitions, including preparing for retirement or evaluating how a business sale fits into their long-term financial plan.
Additional Information
I’m Sweta Bhargav, CFA®, CFP®, CEPA®, founder of Adviso Wealth, a fee-only financial planning and investment advisory firm based in Princeton, New Jersey.
I work primarily with business owners and senior executives approaching retirement or financial independence who want thoughtful guidance on how to convert years of wealth-building into long-term financial security.
Many of my clients have accumulated significant wealth through their careers or businesses and are now facing financial decisions where judgment matters more than information.
These decisions often involve:
- structuring investment portfolios for retirement
- understanding how business value fits into personal wealth
- managing taxes as income changes
- coordinating investments, estate planning, and long-term goals
Before founding Adviso Wealth, I worked in institutional investment management in the United Kingdom, advising pension plans on long-term portfolio strategy and portfolio construction.
After relocating to the United States, I served on an investment committee overseeing approximately $5 billion in client assets at Merrill Lynch.
This institutional experience continues to shape how I approach:
- investment strategy
- portfolio construction
- risk management
- retirement planning
- long-term financial decision making
My credentials include:
- Chartered Financial Analyst® (CFA®)
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Certified Exit Planning Advisor (CEPA®)
Together these reflect a commitment to rigorous investment analysis and comprehensive financial planning.
NAPFA Start Date
January 04, 2021
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