Three Wealth Advisors Now Part of Firm Ownership
Mountain View, CA. (PRWEB) March 01, 2016
Stanford Investment Group, Inc., a comprehensive wealth management and financial planning firm, has announced that Nayan Lapsiwala, Talia Pierluissi and Katherine A. Simmonds have become partners. SIG employs 15 full-time employees and manages and advises on approximately $850 million in assets.
“Nayan, Talia and Katherine are talented and proven advisors, who provide unique and responsible solutions to manage our clients’ wealth,” said President and C.E.O. Helen A. Dietz. “As shareholders, they are the firm’s next generation and will continue to build on the firm’s legacy of providing best-in-class comprehensive wealth management.”
Wealth Advisor Nayan Lapsiwala is a trusted advisor, applying his knowledge of economic market data and financial planning acumen so that each client is prepared for life’s important milestones. Nayan specializes in lifetime planning and assisting clients in becoming financially independent.
Nayan joined Stanford Investment Group in 2007, was promoted to Wealth Advisor in January 2015 and is a key member of SIG’s Investment Research and Portfolio Management teams. He is a CERTIFIED FINANCIAL PLANNER™, Chartered Financial Analyst® and a Chartered Alternative Investment Analyst. He is also a Member of the CFA® Institute, CFA® Society San Francisco, CAIA Association®, Financial Planning Association (FPA®) and Council of Business Advisors, San Jose chapter.
Wealth Advisor Talia Pierluissi provides customized financial planning and wealth building strategies for SIG clients and their families. Joining SIG in 2005, Talia’s passion for philanthropy and expertise in equity compensation has empowered clients to make financial decisions that are both wise and personally meaningful.
Talia holds a BA from The University of Chicago and an MBA from Anderson School of Management at UCLA. She is a CERTIFIED FINANCIAL PLANNER™ and a Certified Divorce Financial Analyst™. She is also Co-Chair of the Jewish Community Federation and Endowment Fund Professional Advisors Network.
Director of Financial Planning and Wealth Advisor Katherine A. Simmonds brought her years of financial planning experience to Stanford Investment Group, Inc. to broaden the firm’s planning services in 2007. She is the creator of Stanford Investment Group’s Partner Advantage™ – Financial Planning & Investment Program, a financial concierge service designed to help law firm partners build security at all stages of their careers. Katherine has consulted with hundreds of partners in top-tier law firms across the country.
Katherine is a CERTIFIED FINANCIAL PLANNER™ and Chartered Financial Consultant®. Katherine holds a BA in Political Science from the University of Detroit and an MA in Economics from The George Washington University. She is on the program committee of the Financial Planning Association of San Francisco, a member of the San Francisco Estate Planning Council and a member of The Bar Association of San Francisco.
Stanford Investment Group, Inc., located in Mountain View, California, specializes in comprehensive wealth management, encompassing financial planning and asset management as well as a broad range of financial concierge services. Founded in 1982, Stanford Investment Group provides unique solutions and a 360º approach to wealth management. Committed to transparency and fiduciary responsibility, Stanford Investment Group harnesses the power of personal service to maximize clients’ wealth so they can stay focused on the things that matter to them. http://www.stanfordinvestment.com/
Stanford Investment Group, Inc., a SEC Registered Advisor, is not affiliated with Stanford University.
Contact:
Ellie Rand, 504.343.6551
ellie(at)ellierandpr(dot)com
For the original version on PRWeb visit: http://www.prweb.com/releases/2016/3/prweb13233861.htm
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