First Citizens Bank

13 Wealth Associates in San Francisco

Vishal Wadhwa Locations

  • Vishal Wadhwa
    Private Wealth Advisor
    Mobile Phone
    phone
    (917) 318-3000
    (917) 318-3000
    222 2nd Street
    17th Floor
    San Francisco, CA 94105
    US
    Areas Served
    Northern California
    Focus Areas
    Asset Allocation
    Business Succession Planning
    Charitable Giving
    Education
    M.B.A in Finance from Long Island University, New York B.A. in Commerce, and an M.A. in Management from Delhi University. Wharton School, University of Pennsylvania Wharton School Executive Leadership program for Finance and Wealth Management.
    Licenses & Registrations
    FINRA Series 7 - General Securities Representative Exam,FINRA Series 63 - Uniform Securities Agent State Law Exam,FINRA Series 65 - Uniform Investment Advisor Law Firm
  • Sidney Olayinka
    Private Wealth Advisor
    Mobile Phone
    phone
    (562) 484-1790
    (562) 484-1790
    222 2nd Street
    17th Floor
    San Francisco, CA 94105
    US
    Areas Served
    California
    Focus Areas
    Charitable Giving
    Estate Planning
    Investment Planning
    Education
    Sidney earned his Bachelor's degree in Cognitive Psychology from the University of California, Davis, with a double minor in Managerial Economics and Ethnic Studies. He is also working towards his certification in Financial Planning through Boston University's online program.
    Licenses & Registrations
    FINRA Series 65 - Uniform Investment Advisor Law Firm
  • Ari Warmerdam
    Private Wealth Advisor
    Mobile Phone
    phone
    (415) 513-6008
    (415) 513-6008
    222 2nd Street
    17th Floor
    San Francisco, CA 94105
    US
    Areas Served
    Greater San Francisco Bay Area
    Focus Areas
    Charitable Giving
    Estate Planning
    Investment Planning
    Education
    B.A. from University of California, Davis with a double major in Political Science and Communication M.S. in Sports Management from Columbia University M.B.A from University of San Francisco
    Licenses & Registrations
    FINRA Series 7 - General Securities Representative Exam,FINRA Series 63 - Uniform Securities Agent State Law Exam,FINRA Series 65 - Uniform Investment Advisor Law Firm
  • Peter Muscat
    Private Wealth Advisor
    Mobile Phone
    phone
    (650) 455-9743
    (650) 455-9743
    222 2nd Street
    17th Floor
    San Francisco, CA 94105
    US
    Areas Served
    Northern California
    Focus Areas
    Asset Allocation
    Charitable Giving
    Estate Planning
    Education
    University of California Los Angeles - B.S. Molecular, Cellular and Developmental Biology
    Licenses & Registrations
    FINRA Series 65 - Uniform Investment Advisor Law Firm
  • Winnie Yam
    Private Wealth Advisor
    Mobile Phone
    phone
    (415) 335-2186
    (415) 335-2186
    222 2nd Street
    17th Floor
    San Francisco, CA 94105
    US
    Areas Served
    Northern California
    Pacific Northwest
    Focus Areas
    Asset Allocation
    Business Succession Planning
    Charitable Giving
    Education
    San Francisco State University - Business Administration Finance Major, Business Administration Banking Major
    Licenses & Registrations
    Investment AdvisorCertified Financial Planner (CFP®)
  • Ryan Fox
    Private Wealth Advisor
    Mobile Phone
    phone
    (617) 869-6428
    (617) 869-6428
    222 2nd Street
    17th Floor
    San Francisco, CA 94105
    US
    Areas Served
    Northern California
    Pacific Northwest
    Select Additional Markets
    Focus Areas
    Asset Allocation
    Estate Planning
    Investment Planning
    Education
    Boston College - Bachelor of Arts
    Licenses & Registrations
    FINRA Series 65 - Uniform Investment Advisor Law Firm
  • Stewart Preziose
    Private Wealth Advisor
    Mobile Phone
    phone
    (415) 795-9256
    (415) 795-9256
    222 2nd Street
    17th Floor
    San Francisco, CA 94105
    US
    Contact Me
    Areas Served
    Northern California
    Focus Areas
    Asset Allocation
    Estate Planning
    Investment Planning
    Education
    Bachelor of Arts from Wheaton College, MA
    Licenses & Registrations
    FINRA Series 65 - Uniform Investment Advisor Law Firm
  • Max Ortiz
    Private Wealth Advisor
    222 Second Street
    17th Floor
    San Francisco, CA 94105
    US
    Contact Me
    Areas Served
    US
    Focus Areas
    Asset Allocation
    Estate Planning
    Investment Planning
    Education
    B.A. in politics from the University of California, Santa Cruz
    Licenses & Registrations
    FINRA Series 7 - General Securities Representative Exam,FINRA Series 63 - Uniform Securities Agent State Law Exam,FINRA Series 65 - Uniform Investment Advisor Law Firm
  • Michael Conway
    Private Wealth Advisor
    Mobile Phone
    phone
    (415) 676-9677
    (415) 676-9677
    222 Second Street
    17th Floor
    San Francisco, CA 94105
    US
    Areas Served
    Greater Northern California
    Focus Areas
    Asset Allocation
    Business Succession Planning
    Estate Planning
    Education
    San Diego State University, Business Administration/Financial Services
    Licenses & Registrations
    FINRA Series 7 - General Securities Representative Exam,FINRA Series 66 - Uniform Combined State Law Exam
  • Natalya V. Alexei
    Private Wealth Advisor
    Mobile Phone
    phone
    (415) 713-4573
    (415) 713-4573
    222 Second Street
    17th Floor
    San Francisco, CA 94105
    US
    Areas Served
    Northern California
    Pacific Northwest
    Focus Areas
    Asset Allocation
    Banking and Lending
    Charitable Giving
    Education
    University of San Francisco Bachelor of Science
    Licenses & Registrations
    FINRA Series 7 - General Securities Representative Exam,FINRA Series 66 - Uniform Combined State Law Exam
  • Gustavo Arce
    Private Wealth Advisor
    Mobile Phone
    phone
    (970) 406-8807
    (970) 406-8807
    222 Second Street
    17th Floor
    San Francisco, CA 94105
    US
    Areas Served
    Northern California
    Focus Areas
    Charitable Giving
    Estate Planning
    Investment Planning
    Education
    University of Florida, Bachelors in Economics
    Licenses & Registrations
    FINRA Series 7 - General Securities Representative Exam,FINRA Series 66 - Uniform Combined State Law Exam
  • Lance Millar
    Private Wealth Advisor
    Mobile Phone
    phone
    (415) 342-8555
    (415) 342-8555
    222 Second Street
    17th Floor
    San Francisco, CA 94105
    US
    Areas Served
    Greater Bay Area
    Focus Areas
    Asset Allocation
    Charitable Giving
    Estate Planning
    Education
    University of California, Davis/BS in International Relations
    Licenses & Registrations
    FINRA Series 66 - Uniform Combined State Law Exam,Certified Financial Planner (CFP®)
  • Flavia Araujo Trento
    Private Wealth Advisor
    Mobile Phone
    phone
    (415) 298-6422
    (415) 298-6422
    222 Second Street
    17th Floor
    San Francisco, CA 94105
    US
    Areas Served
    Pacific Northwest
    San Francisco Bay Area
    Focus Areas
    Asset Allocation
    Estate Planning
    Investment Planning
    Education
    BA in Political Economy of Industrial Societies, with Honors, University of California, Berkeley MBA, University of California, Los Angeles
    Licenses & Registrations
    Investment AdvisorChartered Financial Analyst (CFA®)
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