Twin Peaks Wealth Advisors

Joseph Knebel is a financial advisor at Twin Peaks Wealth Advisors with 16 years of industry experience. He holds Series 65, Series 66, and Series 63 credentials. Prior to joining Twin Peaks Wealth Advisors, he worked at Morgan Stanley for five years and Fisher Investments for eleven years. Twin Peaks Wealth Advisors is a multi-advisor team managing approximately $585 million for individuals, high-net-worth families, trusts, retirement plans, and other entities. The firm focuses on strategic asset allocation using ETFs and institutional mutual funds, complemented by tactical overlays, rebalancing, and specialized strategies including a direct-cryptocurrency sub-advisory program.

Ekansh Vashishth is a financial advisor at Twin Peaks Wealth Advisors with a Series 65 designation and three years of industry experience. He has been with Twin Peaks Wealth Advisors since 2021. Twin Peaks Wealth Advisors is a multi-advisor registered investment adviser managing approximately $585 million for individuals, families, trusts, retirement plans, and other entities. The firm focuses on strategic asset allocation using ETFs and institutional mutual funds, employing discretionary separately managed accounts, legacy and consulting services, and specialized strategies including direct indexing and a direct-cryptocurrency sub-advisory program.

Sultan Beardsley is a financial advisor at Twin Peaks Wealth Advisors with a Series 65 designation and three years of industry experience. His career includes roles at LPL Financial and Swing Education before joining Twin Peaks Wealth Advisors in 2022. Twin Peaks Wealth Advisors is a multi-advisor team managing approximately $585 million for individuals, high-net-worth families, trusts, and retirement plans. The firm focuses on strategic asset allocation using ETFs and institutional mutual funds, offering discretionary portfolio management and integrated financial planning across a range of client types.

Brian Nguyen is a CFP® with 18 years of experience in the financial services industry. He is currently with Twin Peaks Wealth Advisors, where he has been since 2022, and previously worked at firms including Purshe Kaplan Sterling Investments, LPL Financial, and Fremont Bank. Twin Peaks Wealth Advisors operates as a multi-advisor team managing approximately $585 million for individuals, families, trusts, and retirement plans. The firm focuses on strategic asset allocation using ETFs and institutional mutual funds, with tactical overlays and ongoing rebalancing, delivered primarily through discretionary separately managed accounts and householded relationships.

Krishna Gaglani is a financial advisor at Twin Peaks Wealth Advisors in San Francisco, holding the Series 65 and Series 63 designations with one year of industry experience. Prior to joining Twin Peaks Wealth Advisors, Gaglani worked at Mullin Barens Sanford and has held positions at several other firms including Tanager Wealth Management and John Lamb Wealth Management. Twin Peaks Wealth Advisors is a multi-advisor team managing approximately $585 million for individuals, high-net-worth families, trusts, retirement plans, and other entities. The firm employs a strategic asset allocation approach using ETFs and institutional mutual funds, complemented by tactical overlays and rebalancing, and offers various specialized investment and legacy strategies.

Stephen Nguyen is a financial advisor at Twin Peaks Wealth Advisors with four years of industry experience. He holds a Series 66 designation and has prior work experience at Intuit Inc., Adobe Inc., and LPL Financial. Twin Peaks Wealth Advisors is a multi-advisor team managing approximately $585 million for individuals, high-net-worth families, trusts, retirement plans, and other entities. The firm focuses on strategic asset allocation through ETFs and institutional mutual funds, utilizing discretionary separately managed accounts with tactical overlays and ongoing rebalancing.

Sahil Gupta is a Series 65 licensed financial advisor at Twin Peaks Wealth Advisors with one year of industry experience. Prior to joining Twin Peaks Wealth Advisors, he worked at Ernst & Young LLP and was involved with California Polytechnic State University and its related corporation. Twin Peaks Wealth Advisors manages approximately $585 million for individuals, families, trusts, retirement plans, and other entities, offering discretionary portfolio management, financial planning, and specialized investment strategies through a multi-advisor team approach. The firm emphasizes strategic asset allocation using ETFs and institutional mutual funds, along with tactical overlays and rebalancing.

Tushar Kumar is a financial advisor at Twin Peaks Wealth Advisors with 16 years of industry experience. He holds the Series 66 designation and previously worked at LPL Financial for seven years before joining Twin Peaks Wealth Advisors. Kumar also provides expert insights through occasional consulting. Twin Peaks Wealth Advisors is a multi-advisor team managing approximately $585 million for individuals, families, trusts, retirement plans, and other entities. The firm focuses on strategic asset allocation using ETFs and institutional mutual funds, offering discretionary portfolio management and integrated financial planning tailored to different account sizes.

Katrina Hermanson is a financial advisor at Twin Peaks Wealth Advisors with seven years of industry experience. She holds a Series 66 designation and has previously worked at LPL Financial and Cambridge Investment Research. Twin Peaks Wealth Advisors is a multi-advisor team managing approximately $585 million for individuals, high-net-worth families, trusts, retirement plans, and other entities. The firm’s investment approach focuses on strategic asset allocation using ETFs and institutional mutual funds, with tactical overlays and ongoing rebalancing, primarily delivered through discretionary separately managed accounts and householded relationships.

Vishal Kumar is a financial advisor with Twin Peaks Wealth Advisors in San Francisco, holding a Series 66 designation and 14 years of industry experience. He previously worked at LPL Financial for seven years before joining Twin Peaks Wealth Advisors in 2022. Twin Peaks Wealth Advisors is a multi-advisor team managing approximately $585 million for individuals, families, trusts, and retirement plans. The firm focuses on strategic asset allocation using ETFs and institutional mutual funds, employing discretionary separately managed accounts and leveraging specialized strategies including direct indexing and a cryptocurrency sub-advisory program.