Amit Munshi completed his undergraduate degree in finance and MBA with a concentration in Investments from the University of San Francisco. His financial services practice began in 1976. In his first year, Amit achieved the independent, global ranking of Million Dollar Round Table, “The Premier Association of Financial Professionals, recognized globally as the standard of excellence for life insurance sales performance in the insurance and financial services industry. " For over 40 years, Amit has been helping individuals, families, and business owners, often for multiple generations, protect and manage their wealth through incorporation of comprehensive financial strategies. His team has been proudly serving residents of the Bay Area community for 40+ years, and therefore has a vested interest in seeing our clients and our community, many of whom are friends and family, succeed. In his spare time, Amit enjoys reading, traveling the world, going to the gym, and spending time with his grandchildren.