Soumya Ramalingam
With over 20 years of experience, Soumya brings her financial services knowledge to work for Griffin Black clients. She has the CFP® designations in both India and the United States, so her work benefits from a unique, global perspective. Soumya combines her love of numbers with a passion to helping people live more financially confident lives in her work as a wealth advisor.
Before coming to Griffin Black, Soumya was an entrepreneur who built and ran her own advisory business in India. She was the Authorized Education Provider for CFP® and a BNI Franchise owner, where she enjoyed building communities of professionals.
Professional Degrees & Credentials
- BSc Physics, Madras University
- Certified Financial Planner® (CFP®) Professional, CFP Board, US
- Certified Financial Planner® (CFP®) Professional, FPSB, India
- Chartered Retirement Planning Counsellor – CRPC (US), College of Financial Planning
Lifelong learning
Soumya lives in the Bay Area and enjoys connecting with her local community and fostering meaningful relationships. Her philosophy of life is characterized by curiosity, continuous learning, and mutual growth. With a passion for learning, networking, and mentoring, Soumya seeks to help others acheive their highest potential.
Family is important to Soumya, and she loves to celebrate cultural traditions with them any chance she gets.
