CA Insurance Number: 0H20292
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 different types of investment strategies in their portfolios.
Vishal is a Bay Area native living in San Francisco. He enjoys New York City and travels there frequently. Vishal's passions include collecting scotch, traveling abroad, and fine dining.
Prior to starting Twin Peaks Wealth Advisors, Vishal worked in Wealth Mangement at Northwestern Mutual. Vishal earned his undergraduate degree at the University of California Berkeley.