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Shival B
Series 63, Series 65
Los Angeles, CA
Carrara Wealth Management
Shival Bajpay is a financial advisor at Carrara Wealth Management in Los Angeles, CA, holding Series 63 and Series 65 licenses with one year of industry experience. His prior roles include positions at Atlas, Capital Group, Parker Infrastructure Partners, and Barclays Capital. Carrara Wealth Management is an independent, state-registered investment adviser serving individuals and families, including high-net-worth clients, young professionals in technology and healthcare, and business owners. The firm uses a goals-based investment approach that combines fundamental and quantitative analysis, employing low-cost ETFs, index funds, individual equities, direct indexing, and private market investments for eligible clients, alongside offering comprehensive financial planning and tax-aware strategies.
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