Our team is proud to provide a breadth of experience, specialized financial knowledge and elevated level of service to all our clients. We work together to serve your goals and help you meet your financial future with more confidence.



Our advisors

Sidd Shah

CPA, APMA

Financial Advisor

Business Financial Advisor
Learn more about Sidd Shah Visit Sidd Shah's website

Arpy Raval

CFP®, APMA

Associate Financial Advisor

ACCREDITED PORTFOLIO MANAGEMENT ADVISOR™
Learn more about Arpy Raval Visit Arpy Raval's website


Our team

Maria Y. Ojeda Partida, CRPS™

Maria Y. Ojeda Partida, CRPS™

Client Relationship Manager,

Financial Planning Analyst

Qualifications

  • Over 16 years of experience in Client Servicing in the Financial Industry

  • Over 13 years with our Practice

Roles & Responsibilities

  • Client Onboarding
  • Qualified Plan Implementation
  • Comprehensive Financial Planning
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Nihar Shah

Nihar Shah

Financial Planning Analyst

Qualifications

  • Over 5 years of experience in the Financial Services industry

Roles & Responsibilities

  • Investment Support
  • Portfolio Management
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Vandita Upadhyay

Vandita Upadhyay

Financial Planning Specialist

Qualifications

  • Over 7 years of experience within Ameriprise Financial Services

Roles & Responsibilities

  • Client Meeting Preparation
  • Portfolio Review & Trading
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Gordon Cooper

Gordon Cooper

Financial Planning Assistant

Qualifications

  • Over 2 years of experience in the Financial Services industry

Roles & Responsibilities

  • Client Meeting Preparation
  • Financial Planning
  • Client Servicing
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Jesse Hernandez Aguilar

Jesse Hernandez Aguilar

Investment Specialist

Qualifications

  • Over 5 years of experience in the Financial Services industry

Roles & Responsibilities

  • Investment Support
  • Trading
  • Money Movements
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Priti Shah

Priti Shah

Operations Manager,

Practice Manager

Personal Intro

Has been in the practice for over 22 years. Loves to travel & give back to the community!

Qualifications

  • Over 41 years of experience in Technology, Client Servicing and Operations Management

Roles & Responsibilities

  • Technology Support & Training
  • Practice Management
  • Business Development
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Jessica Miller

Jessica Miller

Office Manager

Qualifications

  • Over 12 years of experience in Accounting & Client Servicing

  • Over 5 with the Practice

Roles & Responsibilities

  • Appointment Scheduling
  • Office Operations
  • Event Coordination
  • Human Resources
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Zainab Baig

Zainab Baig

Administrative Assistant

Qualifications

  • Over 3 years of experience in Administration & Client Servicing

Roles & Responsibilities

  • Scheduling Appointments
  • Client Servicing
  • New Business Processing
  • Administrative Support
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