Vishal
Kumar
Twin Peaks Wealth Advisors
Answer a few questions and
get matched with an advisor.
About this Advisor
Vishal Kumar is a financial advisor who works out of Burlingame, California who has 1 year of relevant experience. Kumar is currently employed by Twin Peaks Wealth Advisors. During their career, the advisor has held roles at Northwestern Mututal Investment Services, LLC, Tushar Kumar, Northwestern Mutual Investment Services, LLC, Northwestern Mutual Wealth Management Company, Lpl Financial, LLC and Twin Peaks Wealth Advisors, LLC. Kumar holds a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is able to operate in California. Twin Peaks Wealth Advisors is a financial advisory business that has its headquarters in Burlingame, CA. The company has a total of nine advisors. It has $170 million in total assets among its 1,012 accounts, making it one of the mid-sized firms in the nation by assets under management. Of its 1,012 client accounts, just 12% are associated with high-net-worth investors who have more than $1 million in assets. The firm performs a set of services, including financial planning services and portfolio management for individuals and small businesses. Fees charged by financial advisors usually vary depending on which services the firm provides the client. Fee types billed by Twin Peaks Wealth Advisors can be comprised of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Twin Peaks Wealth Advisors Brokerage Details
$170,151,092
9
1,012
$168,133
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Vishal Kumar Work History
Vishal has been registered as a financial advisor for 1 years.*
Twin Peaks Wealth Advisors, LLC
Lpl Financial, LLC
Northwestern Mutual Wealth Management Company
Northwestern Mututal Investment Services, LLC
Northwestern Mutual Investment Services, LLC
Tushar Kumar
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Vishal Kumar to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Twin Peaks Wealth Advisors
Burlingame, CA
Wichita Falls, TX
Burlingame, CA
Newark, CA
Westminster, CA
Burlingame, CA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
