ADVISOR BIO

Pierre Andre Sotero-Cabahug Volpe is a financial advisor with UBS Financial Services Inc., a firm with more than $50 billion in assets under management. Pierre Andre has been in the financial services industry since 2020. Pierre Andre's prior experience includes working for J.P. Morgan Securities LLC. Pierre Andre is registered with the state of California as an Investment Advisor Representative and a Broker-Dealer. Pierre Andre holds the Series 63, 66, and 7TO licenses.

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ADVISOR BIO

Piers Cornelius is a registered investment advisor with J.P. Morgan Securities LLC. Piers has over 23 years of experience in the financial services industry. Piers is registered to provide investment advice in California and Texas and is licensed to sell securities in all 50 states, the District of Columbia, Puerto Rico, and the U.S. Virgin Islands. Piers has passed the Series 65, Series 63, Series 7, and SIE exams. Piers's previous experience includes roles at J.P. Morgan Securities Inc. in New York. Piers is also the Treasurer of the Tournelles Foundation, a private family foundation.

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ADVISOR BIO

Pinjalim Bora is a financial advisor with J.P. Morgan Securities LLC. Pinjalim specializes in several areas, including investment advisory services, portfolio management, and financial planning. Pinjalim has been in the industry since 2011. Prior to joining J.P. Morgan Securities LLC, Pinjalim worked at PIPER JAFFRAY & CO.. Pinjalim is licensed to conduct business in all 50 states, the District of Columbia, Puerto Rico, and the Virgin Islands.

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ADVISOR BIO

Pratibha Yadav is a financial advisor registered with the state of California, currently working with Aspiriant, LLC. Pratibha has been working with Aspiriant since January 2023, and holds a Series 65 license. Pratibha has a broad experience in the financial services industry, including working with various clients, including individuals, high-net-worth individuals, corporations, investment companies, charitable organizations, and pension plans. Aspiriant, LLC is a financial advisory firm with a primary focus on providing financial planning, pension consulting, educational seminars, and portfolio management services.

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ADVISOR BIO

Preston Dean Rodriguez is a financial advisor at Equitable Advisors, LLC. Preston is registered with the Financial Industry Regulatory Authority (FINRA) and holds Series 7, Series 66, and SIE licenses. Preston is also registered as an Investment Advisor Representative in Arizona, California, Colorado, Maryland, Nevada, Texas, and Washington. Preston has been in the financial services industry since July 2023. Preston has a background in education and customer service.

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ADVISOR BIO

Prince Nteere is a financial professional registered with Citigroup Global Markets Inc.. Prince is licensed in 53 states and the District of Columbia, and holds the Series 63, Series 79TO and SIE exams. Prince has been in the industry since February 18, 2024. Prince is a representative for the San Francisco branch of Citigroup Global Markets Inc., located at Citi Commercial Bank, Spear Tower, One Market Plaza, 41st Fl, San Francisco, CA 94105.

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ADVISOR BIO

Priya Aggarwal is a financial advisor with UBS Financial Services Inc. She has been in the financial services industry since August 29, 2003. Priya is registered with the state of California and has a Series 66, Series 7 and SIE license. Priya is also registered as an Investment Advisor Representative. She has a broad range of experience in the financial services industry. Priya has worked with clients in various investment areas, including stocks, bonds, mutual funds, and other investment products. She specializes in working with high-net-worth individuals, corporations, and trusts. Priya has a strong commitment to providing her clients with personalized financial advice and investment strategies.

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ADVISOR BIO

Pukar Joshi is an investment advisor representative registered with Citigroup Global Markets Inc.. Pukar has been in the industry since 2016 and is currently registered with the state of California. Pukar is a Series 6, 7, 63, and 66 licensed advisor and has experience in various areas, including financial planning, portfolio management, and asset allocation advice. Pukar also provides security ratings and educational seminars to their clients.

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ADVISOR BIO

Purav Shah is a financial advisor with over 15 years of experience in the industry. Purav is registered with J.P. Morgan Securities LLC, and holds Series 7, 63, 65, and 66 licenses. Purav has a strong background in providing financial advice to individuals, businesses, and institutions. Purav specializes in helping clients with portfolio management, financial planning, and investment advisory services. Purav has previously worked for UBS Financial Services Inc. and J.P. Morgan Securities Inc. Purav is committed to providing clients with personalized financial advice and helping them achieve their financial goals.

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ADVISOR BIO

Qianmin Cao is a financial professional registered with FINRA and the state of California. Qianmin Cao is associated with J.P. Morgan Securities LLC, a firm with a strong reputation and extensive experience in the financial industry. The firm provides a wide range of financial services to individuals, corporations, and institutions. Qianmin Cao specializes in financial planning, pension consulting, and portfolio management. With a commitment to client-centric service, Qianmin Cao strives to provide personalized financial advice and guidance to help clients achieve their financial goals.

SPECIALIZATIONS