Devanshu Amin, CFP®
Senior Advisor Associate
As a Senior Advisor Associate in Wealthspire’s New York City office, Devanshu supports advisors and clients throughout the financial planning process, including developing financial plans, evaluating investment strategies, and coordinating ongoing client needs. He joined Wealthspire full time after completing the firm’s internship program in 2022. Devanshu began his career with Wealthspire and also completed internships in growth strategy with Guidepoint and accounting with Mehta, Mithilesh CPA. While at Indiana University’s Kelley School of Business, he held several leadership and academic roles, including serving as director of finance for his fraternity, working as a peer tutor, and participating in a faculty-selected wealth management workshop. Devanshu earned a Bachelor of Science in Finance and Business Analytics from Indiana University’s Kelley School of Business. He is a CERTIFIED FINANCIAL PLANNER® professional, holds the Series 65 license, and is certified in Bloomberg Market Concepts.
Please Note: Limitations. Professional designations, certifications, degrees, or licenses, recognition by publications or organizations, membership in professional organizations, or prior experience or success should not be construed by a client or prospective client as a guarantee of a certain level of results or satisfaction if Wealthspire is engaged, or continues to be engaged, to provide investment advisory services.
