Jagruti Sawant

Jagruti Sawant is the Portfolio Trading Manager at Falcon Wealth Planning, Inc., based in the Ontario/Fontana, CA area, where she manages the firm's portfolio trading operations and coordinates investment execution strategies for a diverse client base. She began her tenure at Falcon in August 2021 as a Portfolio Trader before quickly advancing to her current managerial role, reflecting her strong expertise and reliability within the investment team.

Jagruti's professional focus includes overseeing trading in various asset classes—primarily equities, fixed income, and mutual funds—supporting high-net-worth and institutional clients with holistic financial solutions. As a central figure in Falcon’s trading operations, she ensures that portfolio rebalancing, trade allocations, and compliance with regulatory best practices are executed efficiently and accurately.

She holds a Master’s degree in Financial Mathematics from DePaul University’s Charles H. Kellstadt Graduate School of Business, coupled with a Bachelor's degree in Accounting and Finance from the University of Mumbai, providing her with advanced quantitative and analytical abilities. Her previous experience includes key operational roles in revenue cycle management, adding to her depth in process-oriented finance environments.