More than three decades across banking, insurance, investments, entrepreneurship, leadership, education, and community service — shaped by continuous learning and a commitment to helping others succeed.
Began my professional banking career in Nepal, developing a foundation in banking operations, customer relationships, credit, finance, and risk.
Built nearly two decades of experience through Nepal Grindlays Bank/Standard Chartered and NCC Bank, including branch management, credit control, risk monitoring, and leadership responsibilities.
Moved into a new chapter of life in the United States, leaving an established banking career behind and preparing to rebuild professionally.
Entered the U.S. insurance and financial-services profession with Mutual of Omaha and expanded my qualifications into investment services, becoming an Investment Advisor.
Joined Premier Financial Alliance and began building an entrepreneurial financial-services business centered on education, mentorship, team development, and leadership.
Founded Sagun Financials to provide families, individuals, seniors, and businesses with education and solutions in health insurance, Medicare, life insurance, retirement, and financial protection.
My focus continues to evolve from building personal success toward developing leaders, educating families, strengthening communities, and creating an impact that can continue through future generations.
Leadership is not about creating followers. It is about developing people who can eventually lead without you.
Being successful is one thing. Helping others become successful is significance.
Recognition has never been the ultimate purpose of my work, but I receive it with gratitude because every achievement represents the support of clients, colleagues, mentors, team members, family, and community.
Premier Financial Alliance
Recognition for significant production and professional achievement within PFA.
Premier Financial Alliance
Earned multiple company-sponsored travel recognitions through professional performance.
Rotary International District 3290 · 2007–2008
Recognized during my service as President of the Rotary Club for leadership and contribution.
Recognized throughout my financial-services career for production, team development, mentorship, leadership, and professional growth.
Developing people who eventually become independent leaders.
Moving from employee thinking toward ownership, responsibility, and opportunity.
Helping families understand protection, insurance, retirement, Medicare, and financial decision-making.
Discipline, mindset, relationships, networking, continuous learning, and becoming more valuable.
Why achievement becomes more meaningful when it helps someone else succeed.
Life & Health Insurance
Connect for Health Colorado Certified Broker
Annual Medicare and carrier certifications
Former Investment Advisor
Annuity and retirement-income education
Annual compliance, product, carrier, and professional training
For me, professional education is not something that ends when a license is earned. The responsibility to learn continues as long as people depend on our guidance.
Professional organizations have provided opportunities to learn, serve, develop relationships, and contribute beyond individual business.
Qualified Field Director and financial professional since 2013, with a long-term focus on business development, mentorship, and leadership.
Certified broker helping Colorado individuals and families understand and enroll in appropriate health coverage.
Professional achievement and industry recognition associated with high standards in financial services.
Long-standing involvement in service and leadership, including serving as a Rotary Club President in Nepal.
Community leadership focused on preserving Newah heritage, strengthening community relationships, and sharing culture with future generations.
Work on yourself more than you work on your job. As you become more valuable, the opportunities available to you begin to change.
Those are the achievements that do not fit neatly on a résumé — and perhaps those are the ones that matter most.