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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tejpartab? Claim Your ProfileTejpartab Singh Anand is a registered investment advisor with Accretive Wealth Management, LLC in San Ramon, CA. Tejpartab has been in the industry for over 9 years, with experience at various financial institutions including Cornerstone Financial Partners, OneAmerica, and as a self-employed derivatives trader. Tejpartab holds the Series 65 - Uniform Investment Adviser Law Examination license. Tejpartab's expertise lies in providing financial and investment advice to a diverse clientele, including high-net-worth individuals, charitable organizations, pension plans, and corporations. Their focus is on delivering tailored investment strategies and managing portfolios for both individuals and businesses. Tejpartab also provides pension consulting and selection of other advisors.
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.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
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.
A percentage of the total value of assets under management is charged.
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CA
01/01/2025 - Present
Accretive Wealth Management, LLC (SAN RAMON CA)
IA
Issued 07/13/2021
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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