
Sangita Datta
Thoughtful Insurance Planning for Lasting Financial Confidence
510-358-1216
About Me!
I believe insurance planning should feel clear, supportive, and empowering. Serving individuals and families across Texas, I focus on helping my clients understand their options so they can make confident decisions about protecting their future. My approach is centered around listening first — because every family, every business, and every financial goal is unique.
Over the years, I’ve developed a deep appreciation for how the right protection strategy can provide stability during life’s most unexpected moments. Whether you are building wealth, growing your family, or planning for retirement, I take the time to walk you through your options and design solutions that align with your long-term vision. I am committed to transparency, education, and personalized guidance throughout the process.
What sets me apart is my dedication to building meaningful, long-term relationships. Insurance is not a one-time conversation — it evolves as your life changes. I remain a reliable partner, proactively reviewing your coverage and making adjustments when necessary to ensure your plan continues to support your goals with confidence and clarity.
