Deepak Bagh has ten plus years of experience working with the ultra high net-worth at a bank-owned firm. He now utilizes the same holistic asset management approach for retail investors by understanding his client's financial desires and retirement goals. His holistic approach is to conduct a financial plan accompanied by a tailored portfolio recommendation to fund their goals. In his free time, he enjoys tennis, Skiing and cooking on his Kamado-style gill throughout the four seasons.