Sandhya Gopal's Linkedin Analytics

Personal finance and retirement planning don’t have to feel overwhelming. I’m here to make it simple. My goal is to share tools and knowledge to help you take control of your finances with confidence. After leaving my corporate career in 2021, I had a rude awakening: my financial foundation had gaps. I am a longtime investor, so over the next few years, I rebuilt my financial foundation intentionally and strategically. In 2022, I accidentally discovered my passion for teaching finance while volunteering. I decided to pivot my career to help others achieve financial security and peace of mind. 𝐖𝐡𝐚𝐭 𝐈 𝐃𝐨: ✔ 𝐑𝐞𝐭𝐢𝐫𝐞𝐦𝐞𝐧𝐭 𝐏𝐥𝐚𝐧𝐧𝐢𝐧𝐠: In my role with Teachers Pension, I help teachers and school staff navigate pensions, 403(b), and 457 plans, making retirement planning simple and stress-free. ✔ 𝐅𝐢𝐧𝐚𝐧𝐜𝐢𝐚𝐥 𝐖𝐞𝐥𝐥𝐧𝐞𝐬𝐬 𝐖𝐨𝐫𝐤𝐬𝐡𝐨𝐩𝐬: My workshops are tailored to help women make confident decisions about budgeting, investing, and protecting their wealth. ✔ 𝐏𝐞𝐫𝐬𝐨𝐧𝐚𝐥𝐢𝐳𝐞𝐝 𝐒𝐨𝐥𝐮𝐭𝐢𝐨𝐧𝐬: In my role with IFC, my team and I create custom financial plans to help you achieve your goals, whether it’s retiring comfortably, starting a business, or building new income streams. 𝐌𝐲 𝐁𝐚𝐜𝐤𝐠𝐫𝐨𝐮𝐧𝐝: ✔ 20+ years in corporate and small business operations, with a foundation in engineering and finance. ✔ 20+ years personal experience in equity and real estate investing, college and retirement planning. ✔ A deep passion for helping women achieve financial independence. This work is personal - I grew up in a culture where women didn’t manage money, and I have seen the impact. 𝐖𝐡𝐲 𝐂𝐨𝐧𝐧𝐞𝐜𝐭 𝐰𝐢𝐭𝐡 𝐌𝐞? If you are ready to build a secure financial future, I am here to help. Let’s connect and explore how I can support your goals.