Advisor profile


What you can expect when you work with me

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.

Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.

Get started
30
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Business Retirement Plans
  • Small Business
  • Wealth Preservation Strategies
  • Charitable Giving
  • Estate Planning Strategies
  • Employee Stock Options
  • Insurance
  • Intergenerational Planning
  • Investments
  • Retirement Planning Strategies
  • Tax Planning Strategies

Qualifications

  • CPA Certified Public Accountant
  • APMA™ Accredited Portfolio Management Advisor™

Education

  • Certified Public Accountant, 1996.
  • Master of Science, 1990, Business. Indiana University of Pennsylvania
  • Master of Management Studies, 1988. Finance. NMIMS, India
  • Bacherlors of Commerce, 1983, Accounting. Bombay University, India

Awards & recognition

  • Forbes Best-in-State Wealth Advisors, 2019-2023
  • Ameriprise Circle of Success Diamond Ring, 2016
  • Ameriprise Circle of Success, 2004-2008, 2010-2022

Community participation

Volunteer at local medical camps through various local non-profit organizations.

  • Children International
  • Jain Center of Southern California
  • Southern California Youth Cricket
  • Saurashtra Patel Cultural Samaj -California
  • Indian Dental Association of California
  • Anekant Community Center (ACC)

Interests

• Passionate on Art of Global Investing with Focus on Asia

• Enjoy Music and Travel to places of Natural Attractions

• Love spending quality time with Friends & Family

Ameriprise Platinum Financial Services® Advisors

Ameriprise Platinum Financial Services Advisors are experienced in helping clients achieve their goals. They hold industry recognized financial planning credentials and maintain a high level of client satisfaction. They recognize that as a client’s assets grow, their finances can become more complex and require greater attention and expertise. Ameriprise Platinum Financial Services advisors help clients balance growth and protection through a personalized financial planning approach.