Mission statement
At WealthPulse Solutions, our mission is to empower individuals and families to take control of their financial futures. We strive to provide personalized and strategic financial solutions that help our clients navigate the complexities of planning for retirement, protecting their assets, and achieving their long-term goals. With our comprehensive services and expert guidance, we aim to create a sense of financial security and peace of mind for all our clients.
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, Â 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.
Happy Customers​
At WealthPulse, we’re not just financial experts, we’re your personal financial superheroes, dedicated to helping you secure a brighter future.
