Sagar Sheth

Senior Vice President, Senior Wealth Advisor



Sagar Sheth joined Lido in 2024. Sagar relies on his industry experience, financial planning knowledge, and the comprehensive capabilities of the firm to deliver holistic financial services to clients. He has industry experience from firms such as Morgan Stanley, Fidelity Investments, and Charles Schwab. Sagar was introduced to financial planning at an early age as he watched his parents, both Indian immigrants, build a new life on sound financial principles.

Sagar graduated from University of Illinois at Urbana-Champaign with a B.S. in Economics. He has passed the Series 66 exam.

Sagar was born and raised in the Chicago suburbs and currently resides in Northern Illinois. He enjoys traveling, spending time with family, and you might find him at a local car meet from time to time.

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