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Sumedha Malhotra, CFP®

Associate Financial Planner

Getting to Know Sumedha

 

Sumedha joined Armstrong, Fleming & Moore, Inc., in April 2019, bringing with her over a decade of experience in the banking and financial services industry. In her prior roles, she worked closely with high-net-worth families and institutions toward achieving their financial goals. In her latest role prior to joining AFM, Sumedha worked as a financial planning analyst at Edelman Financial Engines, supporting client relationships and assisting with the development and implementation of financial plans and investment portfolios.

She is a CERTIFIED FINANCIAL PLANNER professional and holds the FINRA Series 7 and 63 securities registrations as a Registered Representative with Commonwealth Financial Network®.  Sumedha uses a customized approach to assist clients with their day-to-day financial needs and overall financial planning for the future while fostering a strong partnership based on trust, confidence, and a high level of service.

Sumedha was born and raised in India, and also passed the CERTIFIED FINANCIAL PLANNER (India) exams before moving to the Washington, DC, area in 2006.

Certifications & Education

 

CERTIFIED FINANCIAL PLANNER certificant

FINRA Series 7 and 63 securities registrations held through Commonwealth Financial Network®

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