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About Sneha Vaidya, FPQP
Sneha Vaidya, FPQP, is a Client Service Specialist at Summitry, with a strong educational background and a commitment to community service through blood donation.
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Sneha Vaidya, holding the title of Client Service Specialist, has a robust educational foundation with a Bachelor of Science in Business Management from Brigham Young University and an MBA from International Technological University in San Jose. Before her tenure at Summitry starting in 2019, she was involved in customer relationship management at IRA Services. Beyond her professional endeavors, Sneha is an avid hiker, enjoys watching Broadway shows, and loves traveling to new destinations. She is also deeply committed to community service, regularly volunteering at the Stanford Blood Center every three months to donate blood. Additionally, Sneha is passionate about promoting blood donation and actively organizes events to encourage more people to participate in this vital activity.
About Summitry
Summitry, based in Foster City, California, provides personalized financial planning and investment strategies, including retirement, estate, and tax planning tailored to individual needs.
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