Spriha Modi

Financial Professional at New York Life | Johns Hopkins MBA | Lean Six Sigma Black Belt | McKinsey Forward Alum

Role
Financial Professional - Accelerated Path to Management at New York Life
Location
San Francisco, CA, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Spriha Modi

Financial Professional with New York Life helping individuals and business owners create, build, and preserve wealth. Former healthcare professional leveraging an MBA to provide financial security and peace of mind to clients.As a licensed Financial Professional of New York Life Insurance Company, I offer a variety of products that can help you meet a number of insurance and financial needs, including, but not limited to, college funding, retirement, managing costs for extended periods of care, and lifetime income strategies. Please contact me to help you fully analyze your needs and recommend appropriate solutions.Neither New York Life Insurance Company nor its agents provides tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions. Any testimonial on this site is based on an individual’s experience and may not be representative of the experience of other customers. These testimonials are no guarantee of future performance or success. I am not licensed in all jurisdictions.Santa Clara General Office550 S Winchester Blvd, Suite #405,San Jose, CA 95128Ph:+13•••92 License #: 44•••30Author - The Confidence Framework (Available Worldwide on Amazon through the free Kindle App)

Experience

  1. Financial Professional - Accelerated Path to Management

    New York Life

    Sep 2025 — Present · Santa Clara, CA, US

Education

  • UCLA

    Certificate, Surgical Implant Dentistry

  • VSPM's Dental College and Research Centre

    Bachelor's of Dental Surgery, Dentistry

  • The Johns Hopkins University - Carey Business School

    Masters in Business Administration - MBA, Health, Technology and Innovation

  • UCLA

    Certificate, Restorative Dentistry

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Spriha Modi — Financial Professional - Accelerated Path to Management at New York Life in San Francisco, CA, US | Unifers