Sumedha Malhotra, CFP®
Associate Financial Planner
Sumedha joined Armstrong, Fleming & Moore, Inc., in April 2019, bringing with her over a decade of experience in the banking and financial services industry. In her prior roles, she worked closely with high-net-worth families and institutions toward achieving their financial goals. In her latest role prior to joining AFM, Sumedha worked as a financial planning analyst at Edelman Financial Engines, supporting client relationships and assisting with the development and implementation of financial plans and investment portfolios.
She is a CERTIFIED FINANCIAL PLANNER™ professional and holds the FINRA Series 7 and 63 securities registrations as a Registered Representative with Commonwealth Financial Network®. Sumedha uses a customized approach to assist clients with their day-to-day financial needs and overall financial planning for the future while fostering a strong partnership based on trust, confidence, and a high level of service.
Sumedha was born and raised in India, and also passed the CERTIFIED FINANCIAL PLANNER™ (India) exams before moving to the Washington, DC, area in 2006.