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About
The person is the practice.
Delphi Wealth Solutions is deliberately small. When you call, you reach the person whose name is on the plan, not a relationship manager reading from one.
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The Founder
Rajeev Bansal
- Licensed Life & Health Insurance ProducerCalifornia
- Based in PleasantonCalifornia
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Why “Delphi”
The oracle did not manage anyone’s affairs. It offered clarity, then sent people home to act with their own hands.
That division of labor struck me as exactly right. You keep your investment managers, your accountants, your attorneys, and your authority. What I add is the counsel that makes their work, and your decisions, coherent.