Our advisors

Navneet Pahal

Navneet Pahal

CRPC®, APMA®

Financial Advisor

Managing Partner
Learn more about Navneet Pahal Visit Navneet Pahal's website
Supal Vora

Supal Vora

CRPC®, AAMS®, APMA®

Private Wealth Advisor

Chief Executive Officer of Pahal, Vora and Associates
Learn more about Supal Vora Visit Supal Vora's website
Shashin Vora

Shashin Vora

APMA®

Financial Advisor

Vice President
Learn more about Shashin Vora Visit Shashin Vora's website
Gitesh Bhaga

Gitesh Bhaga

Financial Advisor

Investment Manager
Learn more about Gitesh Bhaga Visit Gitesh Bhaga's website

Our team

Meeta Patel

Meeta Patel

Paraplanner

Alison Gemmell

Alison Gemmell

Client Relationship Manager

Satish Kalyani

Satish Kalyani

Practice Manager

Sonal Patel

Sonal Patel

Business Development Manager

Aruna Shanmugam

Aruna Shanmugam

Financial Planning Specialist

Suchit Vyas

Suchit Vyas

Financial Planning Specialist