Samriti Dhingra

Phoenix, Arizona 

Advisor building a lasting practice in her community, one trusted relationship at a time.

Certifications: MBA • CERTIFIED FINANCIAL PLANNER® (CFP®)

Specialties: Physicians & Dentists

I come from a banking background, so finance has always been familiar to me. Over time, I realized I enjoyed working directly with people and helping them make important financial decisions, which naturally led me into wealth management.

I’m proud to be building a practice in my community and continuing to grow as an advisor. Every client relationship is something I value and never take for granted.

How I work with clients 

One of the biggest lessons I’ve learned in my practice is to listen first. I try to put myself in my clients’ shoes, understand what’s important to them, and give the same advice I would want if I were in their position.

Helping clients through their financial worries frees up time to focus on what matters most to them. Most of my clients are physicians so I spend a lot of time discussing debt management, strategies to build and preserve wealth, options to protect assets from lawsuits, and ideas to raise children responsible for stewarding wealth.

I enjoy getting to know people and hearing their stories. Everyone has different priorities, and understanding those differences is what makes this work meaningful. I’ve been fortunate to work with people who genuinely care about doing the right thing, and my colleagues have had a big influence on how I approach both my work and my client relationships.

Samriti outside the office 

Outside of work, my family is my biggest priority. We enjoy traveling, experiencing different cultures, and bringing home ideas and traditions that I find interesting. My friends are also an important part of my support system, and I value the relationships I’ve built over the years.

Favorite quote

“Change is the only constant in life.” This idea is deeply rooted in Hindu scripture, though it’s also widely traced to the Greek philosopher Heraclitus. It’s a reminder that our industry, and our clients’ lives, are always evolving.