Simi Dhall, CFP®
Senior Vice President
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.
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.
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.
