Sumedha Malhotra

Sumedha Malhotra
 

 

Sumedha Malhotra, CFP®

Associate Financial Planner

[email protected]

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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 towards 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.

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