Advisors at this firm
Ekansh V
Series 65
San Francisco, CA
Twin Peaks Wealth Advisors
Ekansh Vashishth is a financial advisor with Twin Peaks Wealth Advisors in Los Angeles, CA, holding a Series 65 designation and two years of industry experience. His background includes work at the University of California Berkeley from 2019 to 2023 before joining Twin Peaks Wealth Advisors. Twin Peaks Wealth Advisors serves a range of clients including individuals, families, trusts, retirement plans, corporations, and charitable foundations, offering discretionary investment management, financial planning, and consulting services. The firm employs diversified portfolios with equities, mutual funds, and ETFs, and may recommend alternative or ESG investments when appropriate.
Sultan B
Series 65
Burlingame, CA
Twin Peaks Wealth Advisors
Sultan Beardsley is a financial advisor at Twin Peaks Wealth Advisors with a Series 65 designation and three years of industry experience. Prior to joining Twin Peaks Wealth Advisors in 2022, he worked at LPL Financial and Swing Education. Beardsley is also licensed as a non-variable insurance agent. Twin Peaks Wealth Advisors serves individuals, families, trusts, retirement plans, corporations, and charitable foundations with discretionary investment management, financial planning, and consulting services. The firm typically implements diversified portfolios using equities, mutual funds, and ETFs, and offers alternative and ESG investment options when appropriate.
Brian N
CFP®, Series 63, Series 65
Newark, CA
Twin Peaks Wealth Advisors
Brian Nguyen is a CFP® professional with 18 years of experience in the financial services industry. He is currently an advisor at Twin Peaks Wealth Advisors and Purshe Kaplan Sterling Investments. His prior experience includes roles at LPL Financial, Sorrento Pacific Financial, Fremont Bank, and Investor Fan. Twin Peaks Wealth Advisors serves a diverse client base including individuals, high-net-worth families, trusts, retirement plans, corporations, and charitable foundations. The firm offers discretionary investment management, financial planning, consulting, and retirement plan advisory, typically implementing diversified portfolios with equities, mutual funds, and ETFs while incorporating alternative investments and ESG options when appropriate.
Krishna G
Series 63, Series 65
San Francisco, CA
Twin Peaks Wealth Advisors
Krishna Gaglani is a financial advisor at Twin Peaks Wealth Advisors with one year of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Mullin Barens Sanford, Tanager Wealth Management, John Lamb Wealth Management, James Hambro, and Kubera Wealth Ltd. Twin Peaks Wealth Advisors serves individuals, families, trusts, retirement plans, corporations, and charitable foundations with discretionary investment management, financial planning, and consulting services. The firm typically implements diversified portfolios using equities, mutual funds, and ETFs, and may recommend alternative investments or ESG options when appropriate.
Stephen N
Series 66
San Francisco, CA
Twin Peaks Wealth Advisors
Stephen Nguyen is a financial advisor at Twin Peaks Wealth Advisors with a Series 66 designation and three years of industry experience. Prior to joining Twin Peaks Wealth Advisors, he worked at Intuit Inc., Adobe Inc., and LPL Financial LLC. Outside of advising, he is involved in real estate rental activities. Twin Peaks Wealth Advisors serves individuals, families, trusts, retirement plans, corporations, and charitable foundations with discretionary investment management, financial planning, and consulting services. The firm typically implements diversified portfolios with equities, mutual funds, and ETFs, and may include alternative or ESG investments when appropriate.
Sahil G
Series 65
New York, NY
Twin Peaks Wealth Advisors
Sahil Gupta is a financial advisor at Twin Peaks Wealth Advisors with one year of industry experience. He holds a Series 65 designation and previously worked at Ernst & Young LLP from 2020 to 2023. Gupta is also involved with Twin Peaks Insurance Services, LLC as a non-variable insurance agent. Twin Peaks Wealth Advisors serves individuals, families, trusts, retirement plans, corporations, and charitable foundations, providing discretionary investment management, financial planning, and consulting services. The firm employs diversified portfolios and offers alternative investment and ESG options, supported by various third-party platforms and tools.
Tushar K
Series 66
San Francisco, CA
Twin Peaks Wealth Advisors
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. Kumar is also involved as an insurance agent with multiple agencies and provides expert insights through consulting engagements. Twin Peaks Wealth Advisors serves individuals, families, trusts, retirement plans, corporations, and charitable foundations with discretionary investment management, financial planning, and consulting services. The firm employs diversified portfolios including equities, mutual funds, ETFs, and alternative or ESG investments when appropriate, and offers additional services such as legacy position management and educational workshops.
Katrina H
Series 66
San Francisco, CA
Twin Peaks Wealth Advisors
Katrina Hermanson is a financial advisor at Twin Peaks Wealth Advisors with seven years of industry experience. She holds the Series 66 designation and has previously worked at LPL Financial and Cambridge Investment Research. Twin Peaks Wealth Advisors serves a diverse client base including individuals, families, trusts, and charitable foundations, offering discretionary investment management, financial planning, and consulting. The firm typically implements diversified portfolios using equities, mutual funds, and ETFs, and incorporates alternative investments or ESG options when appropriate.
Vishal K
Series 66
San Francisco, CA
Twin Peaks Wealth Advisors
Vishal Kumar is a financial advisor at Twin Peaks Wealth Advisors with 13 years of industry experience. He holds a Series 66 designation and previously worked at LPL Financial for seven years before joining Twin Peaks in 2022. Kumar is also an insurance agent with Twin Peaks Insurance Services, LLC. Twin Peaks Wealth Advisors serves individuals, families, trusts, retirement plans, corporations, and charitable foundations with discretionary investment management, financial planning, and consulting services. The firm employs diversified portfolios with equities, mutual funds, and ETFs, and offers alternative and ESG investment options when appropriate.
Van S
ChFC®, Series 66
San Francisco, CA
Twin Peaks Wealth Advisors
Van Schillinger is a ChFC® credentialed financial advisor with four years of industry experience. He has worked at Twin Peaks Wealth Advisors since 2026 and previously held roles at Capstone Partners, Transamerica, and Chapman University. Outside of advising, he is a licensed insurance agent and manages a rental property in San Diego. Twin Peaks Wealth Advisors serves a diverse client base including individuals, families, trusts, retirement plans, corporations, and charitable foundations, offering discretionary investment management, financial planning, and consulting services. The firm employs diversified portfolios using equities, mutual funds, and ETFs, and incorporates alternative and ESG investment options where appropriate.