Abbas Akbar
Advisor Associate
As an Advisor Associate, Abbas focuses on quarterly performance reporting, vendor searches and plan diagnostics for all types of defined contribution clients. Prior to joining the firm in 2024, he was a Business Development Specialist at Task Solutions Experts and an Investment Operations Associate at PIMCO. Abbas earned his BA in Economics from the University of California, Irvine and is currently pursuing his MBA at UCLA.
Please Note: Limitations. Professional designations, certifications, degrees, or licenses, recognition by publications or organizations, membership in professional organizations, or prior experience or success should not be construed by a client or prospective client as a guarantee of a certain level of results or satisfaction if Wealthspire is engaged, or continues to be engaged, to provide investment advisory services.
