CIC Wealth
Satish Survanshi CFP® AIF® has had a long and diverse work experience in the financial industry. Satish started their career at Booz Allen Hamilton in 1976 as a Senior Associate, where they gained valuable experience for five years. In 1981, they joined Morgan Stanley as a Vice President of Wealth Management and remained there for 29 years until 2010. During their time at Morgan Stanley, Satish held an important role and contributed to the company's success. Since 2010, they have been working at CIC Wealth as a Senior Executive Vice President. Satish's extensive work history demonstrates their expertise and dedication to the financial industry.
Satish Survanshi CFP® AIF® has a strong educational background in mechanical engineering and financial planning. Satish obtained their Bachelor's degree in Mechanical Engineering from COEP Technological University, where they studied from 1965 to 1969. Satish then pursued further education at the Massachusetts Institute of Technology, where they completed a Master's degree in Mechanical Engineering from 1970 to 1972. Satish later decided to expand their skill set in the financial field and attended the College for Financial Planning from 1983 to 1984, where they obtained the designation of Certified Financial Planner. Overall, Satish's educational journey showcases their expertise in both engineering and financial planning disciplines.
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CIC Wealth
As your wealth management company, we are determined to help you balance all the pieces of your financial life, from your retirement plan to planning for your children’s educations; from proactively managing your money to preparing you for the unexpected. We are dedicated to helping you design a life well calculated by employing a simple equation: KNOWLEDGE + CARE + COMMITMENT = FINANCIAL SECURITY CIC Wealth may utilize third-party websites, including social media websites, blogs and other interactive content. CIC Wealth considers all interactions with clients, prospective clients and the general public on these sites to be advertisements under the securities regulations. As such, CIC Wealth generally retains copies of information that CIC Wealth or third-parties may contribute to such sites. This information is subject to review and inspection by the CCO of CIC Wealth or the securities regulators. Information provided on these sites is for informational and/or educational purposes only and is not, in any way, to be considered investment advice nor a recommendation of any investment product. Advice may only be provided by CIC Wealth’s advisory persons after entering into an advisory agreement and provided CIC Wealth with all requested background and account information. If you have any questions regarding our policies, please Contact Us