The Team

Pahal, Vora and Associates
What you can expect when you work with us

At Ameriprise, our purpose is to help you feel confident, connected and in control of your financial life. The right financial advice can help prepare you for whatever life brings – both the expected and the unexpected.

When you work with me, you receive:

  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress and investments.
  • Anytime access to your investments and digital tools to help you stay on track.

Feel confident about your financial future

Our Advisors

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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Gitesh Bhaga

Gitesh Bhaga

Financial Advisor

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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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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

More about me...

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

Alison Gemmell

Alison Gemmell

Client Relationship Manager

Varsha Vora

Varsha Vora

Business Development Manager

Ravi Tamerisa

Ravi Tamerisa

Business Development Director

Satish Kalyani

Satish Kalyani

Practice Manager

Sonal Patel

Sonal Patel

Business Development Manager