Professional Designations

Associate Wealth Advisor

Sheetal Bagde, CFP®

As a trusted advisor, Sheetal is passionate about developing tailored financial solutions for her clients. She believes in giving personalized attention to her clients as it helps her better serve as their advocate.

Sheetal joined Buckingham Strategic Wealth in 2014 and previously worked as a financial advisor at UBS in Palo Alto, California. Before becoming a financial advisor, Sheetal had a 10-year career in finance at Hewlett Packard.

Sheetal received a bachelor’s degree in electrical engineering from Pune University and a master’s in engineering management from the University of Maryland. She completed the University of California, Berkeley’s certificate program in personal financial planning and holds the CERTIFIED FINANCIAL PLANNERTM certification granted by the Certified Financial Planner Board of Standards.

Outside of work, Sheetal enjoys yoga, hiking and spending time with her family. She and her husband, Gaurav, have been married for 10 years and live in Palo Alto.

Contact Sheetal

Let's look at the big picture, together.