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Toi C

Mountain View, CA

AP Investment Management

Toi Cook is a financial advisor at AP Investment Management with one year of industry experience. Prior to joining the firm, Cook has held roles in media, including at KRON 4 News Station and The Cardinal Media Group. Outside of financial advising, Cook has been involved in media and sports-related ventures over the past several years. AP Investment Management serves individuals, trusts, estates, pension and profit-sharing plans, and business entities with asset management, comprehensive wealth management, financial planning, and retirement plan consulting. The firm provides discretionary portfolio management and consulting, using a variety of analytical methods and investment strategies tailored to clients’ objectives.

Charitable giving & philanthropy College savings (529s, UTMA, etc.) Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired
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Ryan K

Mountain View, CA

AP Investment Management

Ryan Kolstad is a financial advisor at AP Investment Management with one year of industry experience. His prior roles include positions at Orr & Associates, Equinox, and New York Life, among others. AP Investment Management serves individuals, trusts, estates, pension and profit-sharing plans, and business entities with asset management, comprehensive wealth management, financial planning, and retirement plan consulting. The firm provides tailored investment strategies that utilize a variety of analytical methods and offers portfolio management for institutional clients alongside pension and retirement-plan consulting for employer plan sponsors.

Charitable giving & philanthropy College savings (529s, UTMA, etc.) Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired
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Anithah N

CFP®, Series 63, Series 65

Mountain View, CA

AP Investment Management

Anithah Neelakanda Pillai is a CFP®-certified financial advisor with 10 years of industry experience. She is the sole advisor at AP Investment Management in Mountain View, CA, having previously worked at LPL Financial LLC and E.K. Riley Investments, LLC. AP Investment Management offers investment advisory and planning services to individuals, trusts, corporations, and pension/profit-sharing plans. The firm uses a range of securities to construct individualized portfolios, employs multiple methods of analysis, and provides pension consulting and ERISA-aware retirement plan services for employer plan sponsors.

Charitable giving & philanthropy College savings (529s, UTMA, etc.) Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired
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