Back to all People
Sanjeev Sardana
Managing Director, Senior Wealth Advisor
East Palo Alto, CA
Sanjeev Sardana
Managing Director, Senior Wealth Advisor
East Palo Alto, CA
Served on the board of the India Community Center (ICC) and was a charter member of The Indus Entrepreneurs, a leading non-profit organization that promotes entrepreneurship globally.
With his background managing wealth for a private bank’s high-net-worth clients and family offices, Sanjeev brings a wealth of experience in financial services to the Bay Area.
Founded BluePointe Capital Management in 2006 and served as the Chief Executive Officer until the firm’s partnership with Lido in 2025. Prior to BluePointe, he was a director in the private banking sector of Credit Suisse, where he also was handpicked to serve on their Advisory Council of Excellence.
Sanjeev has joined the pickleball revolution, and you can find him crushing it on the courts on the weekends!
B.S., Accounting, Rutgers University; M.B.A., Thunderbird—The American Graduate School of International Management
Request an Introduction
