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Meet The Team

Our mission is to empower people to maximize their financial potential and be the experienced  financial partner they are looking for.

Financial planning is a journey, not a destination.

At our firm, we have the client—and only the client—in mind.

At our firm, we have the client—and only the client—in mind.

Our reasons for becoming financial professionals are deeply personal. We believe in the power of goal achievement and understand what it takes to pursue lofty goals. Helping people save time and put a process around their financial planning is how we help. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives.

Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world.

No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up.

Tushar Kumar, ChFC®, CLU®
CA Insurance Number: 0G56491


(415) 870-4517

Tushar is responsible for financial planning and business development at Twin Peaks Wealth Advisors. He helps clients to outline a strategy to pursue their short and long-term financial goals. Specifically, he develops financial plans,...
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Vishal Kumar
CA Insurance Number: 0H20292


(408) 859-5872

Vishal is responsible for portfolio construction, relationship management, and enhancing the value that the firm delivers to its clients. He is a resource in regards to product education and helps clients understand when to use...

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Niki Desai

Client Relations

(949) 212-7891

Niki is responsible for all marketing initiatives and business development at Twin Peaks Wealth Advisors. She joined the team in May 2021, and and will develop and spearhead new initiatives for the firm. Prior to...

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Diane Tweedy

Lead Associate

(714) 264-4278

Diane is the firm's lead administrative associate and helps with establishing new accounts, moving money, account transfers, administrative updates, and insurance case management.

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Katrina Hermanson

Administrative Associate


Katrina Hermanson is an administrative associate at the firm. She supports new account openings, account transfers, money transfers, and helps with client logins. Katrina started in the Financial Industry in 2017. Before joining Twin...

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Chloe Mattero

Administrative Associate

(833) 577-1238

Chloe has worked in the financial services industry since 2017. She started as a Bank Teller at Pearl Hawaii Federal Credit Union. Afterwards, she spent three years as a Property & Casualty Insurance Agent for all 50 states with USAA...
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Sultan Beardsley

Client Associate


Sultan Beardsley is a Client Associate at Twin Peaks Wealth Advisors. He heads up our business development initiatives and works on marketing efforts with prospective clients. Sultan started out in the financial industry as a market...

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Pamela Sloan

Administrative Assistant


Pamela Sloan is an Administrative Assistant at LPL Financial. She partners with advisors to provide support on administrative tasks and client management functions. Pamela has 2.5 years of experience in the Financial Industry....
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Client Centered

Client Centered

Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.

Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.