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Sheetal Bagde, CFP®

Portfolio Manager

After a successful career in corporate finance at Hewlett Packard, Sheetal decided to bring her expertise to individuals and families. Passionate about helping clients achieve their financial goals, Sheetal serves as a fee-only, fiduciary advisor to clients in areas of investments, stock options, retirement planning, tax, insurance and estate planning. Being an advocate for her clients and seeing them succeed as a result of their partnership brings her great joy.

Prior to joining BOS, Sheetal spent four years at other firms as a financial advisor.

Sheetal and her husband live in Palo Alto.

  • BS in Electrical Engineering, Pune University
  • MS in Engineering Management, University of Maryland
  • Personal Financial Planning Program, University of California, Berkeley
  • Sheetal Bagde is a CERTIFIED FINANCIAL PLANNER™ professional

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