Harish Vishria
Sr. Wealth Advisor
CFP®, APMA®, MSM
Robert (Bobby) Bird
Sr. Wealth Advisor
CFP®, APMA®
Neha Pande
Wealth Advisor
CFP®, APMA®, MBA.
Susy Todd
Sr. Financial Planner
Zubin Shah
Financial Planner
CFP®, MPAS™, APMA™
Naishee Shah
Financial Planner
CFA®, CFP®, MPAS™, APMA™