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Meet Vinya Sagi, AAMS®

Vinya SagiVinya Sagi is a graduate of Purdue University with a Bachelor of Science from the College of Technology. While attending Purdue, Vinya was awarded recognition in “Entrepreneurship and Innovation” by faculty nomination. Upon graduation, Vinya was recruited by Tesla to work in their sales and marketing division. Vinya’s success in providing superior customer service, as well as her strong desire to make a difference in the lives of family, friends, and her community, led her to ultimately transition into the financial services industry. Her focus on client objectives, financial planning, and custom crafted personal financial solutions will help clients as they move forward seeking the financial security needed to improve both their lifestyles and retirements. As a financial advisor, Vinya is dedicated to developing meaningful, long-lasting relationships built upon integrity and trust. She is a highly educated financial advisor with over three years of experience in the investment advisory field, including having earned her AAMS®, Accredited Asset Management Specialist, a designation which combines strong fundamental financial knowledge with a specialized focus on asset management. Knowing the importance of a strong education, Vinya is currently enrolled in Harvard University pursuing her Masters in Finance in order to better serve clients.

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