Expanding Your
Realm of Possibilities

Book Your Free 1:1 Consultation

About Us

Gold Path Investment Group, LLC was founded by Kunal Gupta in 2023. After working in the corporate arena for over a decade, Kunal learned that a large percentage of his colleagues faced challenges in managing short-term financial needs, while also planning for retirement. He became passionate in providing guidance and support to help individuals develop and implement sound financial strategies so they can navigate unexpected emergencies and still live comfortably in retirement. Gold Path works with a variety of individuals, including business owners, corporate professionals, immigrants who are not yet permanent residents, healthcare professionals, and other high net-worth individuals to help them realize their short and long-term financial goals. Every client we manage is based on the principles of integrity, respect, and collaboration.

Contact us to learn how we can help you reimagine your financial future

Our Team

Kunal is a highly experienced finance expert with over a decade of professional experience in corporate finance and wealth management. Kunal most recently served as a CFO to many different financial advisor firms, where he played an integral role in helping these firms grow revenue, reduce costs, improve profitability, refine long-term strategies, and engage in M&A transactions.

Kunal has earned the Chartered Financial Analyst (CFA) designation. He also holds an MBA from Washington University in St. Louis, and a bachelor’s degree in economics from Wake Forest University. Kunal founded Gold Path in order to help individuals gain financial freedom and accomplish their long-term financial goals.

Kunal lives in San Diego, CA with his wife and enjoys playing tennis, traveling, hiking, and exploring the many beautiful destinations in southern California.

Hotel 1

Trisha Nagre

Director, Data Analytics Strategy

Hotel 2

Harshil Agrawala

Director, Business Strategy

Hotel 3

Deepan Parikh

Director, Information Technology

Our Services

Develop a comprehensive financial plan by analyzing all assets, liabilities, income sources, and expenditures.

Brenden Legros

Asset Allocation

Determine the optimal mix of assets in equity, fixed income, annuities, cash, etc. based on each individual’s risk tolerance, return objectives, and market conditions and adjust the mix, as needed.

Hubert Hirthe

Active Management

Continuously monitor the prices of assets across many investment products and combine that with our understanding of market conditions to take advantage of mispricing by markets. We use valuation models and financial analysis to identify these mispriced assets.

Cole Emmerich

Risk Management

Seek to maximize return for the level of risk incurred for each client.

Jack Christiansen

Portfolio Rebalancing

When asset allocations deviate from the target allocations we have set, we will buy and sell assets needed to return your portfolio to the optimal mix.

Take a holistic approach in managing your assets in order to maximize return in line with your risk tolerance, liquidity constraints, time horizon, and tax circumstances.

Brenden Legros

Estate Planning

Provide advice on transferring your wealth to future generations.

Hubert Hirthe

Retirement Planning

Manage your retirement portfolio so you can enjoy the lifestyle that you envisioned.

Jack Christiansen

Cash Flow Planning

Manage monthly income and expenses to meet planned expenditures, prevent liquidity issues, and avoid the accumulation of too much debt.

Alejandrin Littel

Tax Planning

Account for expected tax obligations in both short and long-term.

Willow Trantow

Education Planning

Explore all options to best help fund your children’s college education.

Why Gold Path?

Hotel 1


We put the needs of the clients above everything else and serve as their trusted partner and fiduciary.

Hotel 2

Cutting Edge Technology

Adopt the latest in technology to obtain market insights and up-to-date information on individual companies, asset classes, and various economic indicators.

Hotel 3

Recommendations Backed By Data

All asset recommendations or changes to existing allocations are supported by data as well as research or models developed in-house or via third parties.

Hotel 3

Personalized Service

We go above and beyond to provide each client with the individualized attention, service, and care they deserve

Hotel 3

Customized Strategy For Each Client

Each client has unique circumstances, goals, and constraints. We take a holistic approach in creating an investment strategy specifically tailored to each client.

Investment Process

Hotel 3

1. Discovery

Introductory meeting is held to understand the client’s main financial goals, current financial situation, background, time horizon, liquidity constraints, and unique circumstances. Financial and risk tolerance questionnaires are then completed by the client to better understand risk and return requirements.

2. Evaluation

Analysis of client goals, risk and return objectives, time horizon, and all other relevant factors based on the introductory meeting and questionnaire completed by client. Any information that needs additional clarification will be communicated directly to client.

Hotel 3
Hotel 3

3. Planning

Formulation of an Investment Policy Statement best suited to accomplish the client’s goals and aligned with risk tolerance and all other factors. Action steps to be taken will be outlined and discussed with client during a meeting.

4. Execution

Implement strategy and monitor portfolio holdings, asset allocations, economic climate, as well as asset classes and individual securities that deviate from intrinsic value in the market. Investment opportunities aligned with client goals will be reviewed periodically.

Hotel 3
Hotel 3

5. Report and Review

Track progress toward goals. Revise strategy and asset allocation, if necessary, based on any changes to client situation, objectives, time horizon, economic climate or other relevant factors. Portfolio review and rebalancing will be conducted annually or more often, if necessary.

Retirement Calculator

Retirement Portfolio Calculator

Welcome to our Retirement Portfolio Calculator, a tool designed to empower you in planning for a comfortable and secure retirement. Understanding your future financial standing is crucial in today's dynamic economic environment. Our calculator simplifies this process, allowing you to project the growth of your retirement savings based on your current investments, annual contributions, and expected rate of return. By inputting your current financial information, you can visualize the potential value of your retirement portfolio and make informed decisions for your long-term financial health. Let's embark on this journey towards a financially secure retirement together.

Need personalized advice? Schedule a one-on-one consultation with our financial experts at Gold Path Investment Group. We're here to help you navigate your unique financial landscape and develop a tailored strategy that aligns with your retirement goals. Schedule a one-on-one consultation.

This hypothetical calculation is not intended to be used as investment or retirement advice, but for general informational purposes only. This calculation for portfolio value and monthly income is only a rough estimate. Actual portfolio values will depend on many other factors not considered and may be considerably greater or less than what is shown. The information presented is not a solicitation for the purchase or sale of any security or services. This material was written by Gold Path Investment Group, LLC.

Contact Us

Please complete the Contact Form and we will be in touch

The data on this form is submitted and transmitted via a secure connection

Your message has been sent. Thank you!