Bhashyam Wealth Management Associates

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Team photo for Bhashyam Wealth Management Associates
Team photo for Bhashyam Wealth Management Associates

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Advisors

Shiva Bhashyam

MSM, CFP®, AEP®, APMA

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Shiva Bhashyam's website

Ronald Colangelo

Financial Advisor

Visit Ronald Colangelo's website


Team

John J. Yencik

John J. Yencik

Operations Manager

Qualifications

  • Series 7 - General Securities Representative

Roles & Responsibilities

  • Financial Reporting
  • Strategic Project Management
  • Systems & Process Oversight
  • Account Maintenance & Transactions
  • Money Movement
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Clare G. Gallagher

Clare G. Gallagher

Client Service Coordinator

Roles & Responsibilities

  • Scheduling
  • Meeting Preparation & Follow-up
  • Business Processing & Submission
  • Client Service Request Follow-up
  • Notary
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Joanna Kim

Joanna Kim

Paraplanner