Simi brings over 20 years of experience working with clients to develop, execute, and maintain a sound investment strategy and financial plan that spans everything from cash flow planning, retirement, and estate planning, to philanthropy, investment planning, and tax mitigation strategies.
Prior to joining the team, Simi developed her wealth management skills at Wells Fargo and BluePointe Capital.
She earned a bachelor’s degree in international business from San Jose State University and holds the Certified Financial Planner™️ designation. Her deep interest in different cultures and languages has prompted her to travel extensively and fueled her passion for supporting philanthropic causes focused on the developing world, such as the Sankara Eye Foundation, which works to eradicate curable blindness.
Previous Experience
- Senior Relationship Manager at Peninsula Wealth, LLC
- Wealth Manager at BluePointe Capital Management
- Associate Investment Manager/Investment Management Specialist at Wells Fargo
- Portfolio Associate at First Republic Private Wealth Management
Education & Credentials
- BS, San Jose State University, International Business
- CERTIFIED FINANCIAL PLANNER™️
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, Certified Financial Planner™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
*Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, recognition by publications, media, or other organizations, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Wealthspire is engaged, or continues to be engaged, to provide investment advisory services.
