Ash Gandhi, CPFA® is a seasoned Lead Financial Advisor with over 24 years of global experience striving to help individuals, families, and institutions pursue smart, lasting financial decisions. He has been managing clients’ assets across financial centers like Singapore, Switzerland, Hong Kong, Dubai, UK, and Atlanta. Ash is known for building strong, collaborative relationships and simplifying complex wealth strategies for his clients.
Prior to joining Proactive Wealth Strategies, Ash led a multi-billion-dollar single-family office, working on everything from investments to legacy planning. He also held senior client leadership roles with Standard Chartered Bank, Emirates Investment Bank, and Credit Agricole Private Bank, where he helped clients navigate estate, tax, wealth planning, charitable giving, and multi-generational transitions.
Ash brings that same level of care and proactivity to his work with his entrepreneur and executive clients in helping them work towards their financial legacy by utilizing a consultative approach based on client beliefs and values. He holds active Series 7, 63, and 65 securities registrations with LPL Financial. He also earned a bachelor’s degree in business management from The University of New Mexico and is a holder of the CPFA® designation.
As empty nesters, Ash and his wife live in Alpharetta with their beloved 12-year-old Labrador, Zeus. Outside of work, Ash enjoys playing tennis, traveling, and spending time outdoors. Ash is deeply committed to giving back and is actively involved in charitable work, including supporting animal shelters, raising awareness and resources for orphaned children and volunteering at South Forsyth schools as a student mentor and advisor.