The Team

Pahal, Vora and Associates

Putting clients first; it’s what we do

Ameriprise earned a Hearts & Wallets Top Performer recognition in:

· “Unbiased, puts my interest first”

· “Explains things in understandable terms”

· “Understands me and shares my values”

We’re proud to be associated with a firm known for its service and how it relates to clients, because serving your interests is our priority. We offer comprehensive financial advice and a broad range of solutions to help you and your loved ones live brilliantly, now and in the future.

With the right financial advisor, life can be brilliant.


Our Advisors

Gitesh Bhaga

Gitesh Bhaga

Financial Advisor

More about me...

Designations

CRPC®

Top Areas of Focus

  • Wealth Preservation Strategies
  • Investment Management
  • Cash Flow Management Strategies

Education

University of California San Diego: B.S. B.A. Economics-Management Science and Political Science
CA Insurance #0H76483

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Navneet Pahal

Navneet Pahal

Financial Advisor

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Designations

CRPC®

Top Areas of Focus

  • Retirement Planning Strategies
  • Investments
  • Tax Planning Strategies

Education

University of California, Riverside; B.S. Mathematics, Comp. Sci. & Econ. 2003
CA Insurance #0E39142

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Supal Vora

Supal Vora

Private Wealth Advisor

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Designations

CRPC®, AAMS®

Top Areas of Focus

  • Retirement Planning Strategies
  • Investments
  • Wealth Preservation Strategies

Education

2003 B.S. Business Administration, University Of California, Riverside
CA Insurance #0E06794

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Shashin Vora

Shashin Vora

Financial Advisor

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Top Areas of Focus

  • Wealth Preservation Strategies
  • Business Retirement Plans
  • Intergenerational Planning

Education

MS, Computer Science at Stevens Institute of Technology
CA Insurance #0H97987

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Meeta Patel

Meeta Patel

Financial Advisor

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Top Areas of Focus

  • Estate Planning Strategies
  • Investments
  • Family Finances

Education

BS, Biology, General, UCLA, Los Angeles, CA, Doctor of Pharmacy, PharmaD, Pharmacy, University of Southern California, Los Angeles, CA
CA Insurance #0M43226

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Zhenghao He

Zhenghao He

Financial Advisor

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Designations

CFP®, CRPC®, CRPS®

Top Areas of Focus

  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Investment Management

Education

University of California, Riverside, B.A. Business Economics, 2003
CA Insurance #0E06444

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Our Staff

Varsha Vora

Varsha Vora

Business Development Manager

Alison Gemmell

Alison Gemmell

Client Relationship Manager

Ravi Tamerisa

Ravi Tamerisa

Business Development Director

Satish Kalyani

Satish Kalyani

Practice Manager

Sonal Patel

Sonal Patel

Business Development Manager