Suneel Garg

About Suneel Garg

Suneel Garg brings a wealth of experience and expertise as Partner to Socium Advisors. With over 16 years of financial planning experience, focusing on wealth accumulation and tax minimization, he ranks in the top 100 within Northwestern Mutual and regularly speaks at industry events and training sessions for newer advisors. He is dedicated to anticipating the next developments for the industry, his business, and, most importantly, his clients\' long-term financial success. With a strong foundation in accounting, including a B.S. in Accounting from the University of Southern California and experience at Ernst & Young LLP, Suneel later pursued an MBA from the Darden School at the University of Virginia, further enhancing his financial acumen. His transition into financial planning was marked by a successful tenure as the CFO/COO of a privately held firm. In addition to his profound knowledge of accounting and tax codes, Suneel holds the esteemed Chartered Life Underwriter (CLU®) designation, enabling him to provide clients with a comprehensive planning analysis perspective.Suneel is committed to giving back to his community and supporting education. He remains active as a mentor in the Career Advantage Program at USC and serves as President of the Los Angeles Alumni Chapter for UVA\'s Darden School of Business. Outside of work, Suneel enjoys spending time with his family in Los Angeles, which includes his wife, Sharmila, their children, Kamran and Alia, and their Old English sheepdog, Madison. As a sports enthusiast, he is a dedicated Trojan football and Dodger baseball fan and also enjoys activities such as playing softball, riding his bike, and golfing in his free time.

Experience

1. Partner

   Socium Advisors

   Jul 2024 — Present

   SOCIUM (N) – PARTNER, ALLYAt Socium, we derive our name from what we care about the most: building genuine partnership. To us, this extends far beyond meetings or business transactions. From outcome-based planning, to sufficient risk protection, to long-term goal funding, we’re passionate about paving the way to prosperous futures for our clients and mutual accountability along the way.Together, our in-house team and network of national affiliates combine decades of industry experience with a diverse set of skills to ensure that the ways we serve our clients reflect their intentions, input, and needs. Our comprehensive approach focuses on seven interconnected components, all of which are vital to a complete financial blueprint. This approach allows our clients to have the best experience in every area from one cohesive s••••••••@nm.com

Education

• University of Virginia Darden School of Business

  MBA, Business

  1999 — 2001

• USC Marshall School of Business

  BS, Accounting

  1991 — 1994