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Sandeep Brion, MBA

Wealth Manager

Sandeep serves as an International Wealth Manager, working with clients around the world to help them achieve their financial goals through comprehensive financial planning that addresses all aspects of a healthy financial life, including global investments, cross-border tax and estate planning, college savings and retirement planning.
Prior to joining Creative Planning, Sandeep worked for an independent investment advisory firm as a portfolio manager. She was also an equity analyst with an emphasis on risk management.

Sandeep earned a Master of Business Administration degree in applied security analysis from the University of Wisconsin, Madison, and has an engineering degree from the University of Pune, India.

Sandeep has lived in Bahrain and India. She and her husband, Darren, have two kids and a puppy named Herbie. In her free time, Sandeep enjoys traveling, sports, reading, hiking and nature.

Articles by Sandeep Brion, MBA

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