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5 tips from Tony’s personal advisor

Legal Disclosure: Tony Robbins is a board member and Chief of Investor Psychology at Creative Planning, Inc., an SEC Registered Investment Advisor (RIA) with wealth managers serving all 50 states. Mr. Robbins receives compensation for serving in this capacity and based on increased business derived by Creative Planning from his services.

Being the personal financial advisor to many world-renowned experts is a demanding yet rewarding job. Ajay Gupta (CIMA® CRPC® CPWA®) and his firm Gupta Wealth Management hold the unique honor of being the fiduciary wealth advisor to such prominent figures as peak performance strategist Tony Robbins, world-renowned author Deepak Chopra and families on the Forbes 400 Richest Americans list.

In this brief video, Ajay sits down to discuss five key tips for successful investing that apply to investors both large and small. He also provides guidance on steps you can take to find a highly qualified fiduciary advisor who must legally put your best interests first.

As an advocate for a fiduciary standard for all investors, Ajay is on a mission to help investors of all sizes. So in addition to managing money for high net worth families through Gupta Wealth Management, Ajay also launched Portfolio CheckUp, a revolutionary tool that allows investors of all sizes to get a free analysis of their investment accounts and get connected to a pre-vetted, highly qualified fiduciary advisor in their national network.   

Header image © Robbins Research International

Team Tony

Team Tony cultivates, curates and shares Tony Robbins’ stories and core principles, to help others achieve an extraordinary life.

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