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Poole Gupta and Associates

3075A Hansen Way

Palo Alto, CA 94304

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Recognition

Weldon Poole

Senior Vice President, Wealth Management Advisor

Forbes "Best-in-State Wealth Advisors", 2019-2023

(Published annually Jan – April. Rankings based on data as of June 30 of prior year.)

Forbes "Best-in-State Wealth Advisors", 2019-2023

(Published annually Jan – April. Rankings based on data as of June 30 of prior year.)

Weldon Poole

Senior Vice President, Wealth Management Advisor

Forbes "Best-in-State Wealth Advisors", 2019-2023

(Published annually Jan – April. Rankings based on data as of June 30 of prior year.)

Forbes "Best-in-State Wealth Advisors", 2019-2023

(Published annually Jan – April. Rankings based on data as of June 30 of prior year.)

Meet Our Team

Weldon Poole,

CFP®

Senior Vice President, Wealth Management Advisor

Sameera Gupta,

CFP®

Vice President, Wealth Management Advisor

Shannon Vingo,

CRPC™

Officer, Registered Wealth Management Client Associate

Insights