Manisha is driven by the belief that the future depends on what you do today. Every small step that you take in the right direction is going to lead you towards your goal. She is a firm believer that if we take action at the right time, in the right direction, we will be able to achieve financial freedom that we all strive for. She understands that  everyone is in a unique situation when it comes to financial planning and is passionate about helping people achieve their goal of financial freedom.

  • MBA, New Delhi, 2000
  • MA Economics, San Jose State University, 2004
  • 2007 - 2009, Financial Center Manager, Wachovia Bank
  • 2005 - 2006, Assistant Financial Center Manager, World Savings Bank
Professional Designations

Manisha was born and brought up in India. She moved to California in 2001, where she pursued her Masters in Economics. She started her career as a branch manager in the Banking industry.

Manisha moved to Austin, Texas in 2010. She has been fortunate to spend the past several years as a stay-at-home mom with her kids. During that time, she has been a Robotics coach, Math Pentathlon coach and science fair coordinator at her kids school.

Manisha lives in North Austin with her husband Vipul and their two kids Arsh and Nishka. During her free time, Manisha loves to play board games with her kids. She is passionate about cooking and spends her weekends recreating dishes from MasterChef. Manisha recently received her CERTIFIED FINANCIAL PLANNER™ certification.

Videos by Manisha Gupta, CFP®, MBA
Basic Estate Planning Documents
ESPP Taxation
FDIC Coverage and Account Ownership Types
Restricted Stock Units
ESPP Basics
Incentive Stock Options
Financial Planning v. Investment Management
Post-Tax 401(k) Contributions