Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shalmali? Claim Your ProfileShalmali Kulkarni is a financial advisor at Pathview Wealth Advisors, a firm located in San Diego, CA. Shalmali has been in the industry since 2013 and holds the Certified Financial Planner designation. Shalmali is registered with the states of California and Texas, and specializes in financial planning, pension consulting, and portfolio management for individuals and businesses. Shalmali is committed to providing personalized financial advice and helping clients achieve their financial goals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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CA
04/21/2023 - Present
Pathview Wealth Advisors (SAN DIEGO CA)
Active
Inactive
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