Our Qualifications

Amit Saraogi has over 16 years of experience in the financial services industry. Prior to launching Banyan Wealth Management he worked at ING, heading up the marketing of its proprietary products at its network of broker-dealers. He also worked for American Express Financial Advisors (now Ameriprise), and prior to that as a consultant at McKinsey & Company.

Amit received his MBA with majors in Finance and Strategy from The Wharton School of the University of Pennsylvania. Amit holds series 7, 24, and 66 securities registrations.