Financial futures made simple and secure.
At WealthPulse Solutions, we’re here to help you secure your financial future with personalized financial planning services that include tax-free retirement planning, estate planning, life insurance, and more.
Our services
Our Team
Once upon a time at WealthPulse Solutions, a group of financial wizards joined forces to create a company that would revolutionize the way individuals and families approached their financial futures, armed with a passion for personalized planning and a knack for making complex financial concepts easy to understand.
Monalisa Gandhi
As the Founder & CEO of WealthPulse Financial Solutions, I lead the company’s direction and oversee its operations. With extensive expertise in financial planning as a Certified Financial Service Professional, my commitment is to empower individuals and families to secure their financial future while guiding clients towards lasting prosperity.
Jay Gandhi
My role as the Chief Financial Service Professional here at WealthPulse Solutions, involves crafting comprehensive financial plans for clients. With an in-depth grasp of tax-free retirement planning, estate planning, and life insurance, I lead clients towards achieving their financial objectives.