Tushar is responsible for financial planning and business development. He helps clients to outline a strategy to pursue their short and long-term financial goals. Specifically, he develops financial plans, forecasts retirement projections, manages investment portfolios, constructs budgets, and conducts coaching sessions. He works closely with the firm's clients to support each of their financial goals ranging from buying a home to saving for college to leaving a legacy.
He leverages the experience, knowledge, and capabilities he has built over his career in financial services, including helping clients plan for and invest in real estate and move from the accumulation phase into the distribution phase (retirement) of their lives.
Tushar was born and raised in the Bay Area and now splits his time between San Francisco and Orange County. His passions include international travel, wine tasting, watching tennis, and the San Francisco 49ers.
Prior to starting Twin Peaks Wealth Advisors, Tushar worked in wealth management at Northwestern Mutual. He earned his undergraduate degree from the University of California Berkeley.