San Francisco, California, United States
Contact Info
1K followers
500+ connections
About
Activity
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Our 2024 Mid-Year Outlook focuses on how the years-long shift towards asset-light companies like Uber and Airbnb has transformed market valuations…
Our 2024 Mid-Year Outlook focuses on how the years-long shift towards asset-light companies like Uber and Airbnb has transformed market valuations…
Liked by Ash Chopra, CPWA®
Experience & Education
Licenses & Certifications
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Certified Private Wealth Advisor
Investments & Wealth Institute
Issued -
Personal Investment Advisor
Merrill Lynch Internal
Issued
Honors & Awards
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Forbes "America's Top Wealth Advisors"
Forbes
Named to Forbes "America's Top Wealth Advisors" list in 2021.*
*Source: Forbes Magazine. Data provided by SHOOKTM Research, LLC. -
Financial Times "FT400"
Financial Times
*Source: The Financial Times "Top 400 Financial Advisers" (FT 400) list is an independent listing produced by the Financial Times
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Barron's "America's Top 1200 Financial Advisors State-by-State"
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Named to Barron's Top 1,200 Financial Advisors (for nine of the last ten years)*
*Source: Barron's "Top 1,200 Financial Advisors" list. -
Forbes "Best-in-State Wealth Advisors"
Forbes
Named to the Forbes "Best-in-State Wealth Advisors" list in 2018, 2019, 2020, and 2021.
*Source: The Forbes "Best-in-State Wealth Advisors" list. -
REP. "The Top 100 Wirehouse Advisors in America"
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Named to Wealth Management Magazine's (formerly REP.) Top 100 Wirehouse Advisors in America.
Source: WealthManagement Magazine's "Top 100 Wirehouse Advisors in 2016" list, May 1, 2016.
Languages
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English
Native or bilingual proficiency
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Punjabi
Full professional proficiency
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Hindi
Native or bilingual proficiency
Organizations
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India Community Center, Board Member
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Sigma Chi Foundation, Former Regional Chairman
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The Indus Entrepreneurs, Charter Member
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More activity by Ash
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The celebrations continue at Lighthouse Canton on winning the 𝐁𝐞𝐬𝐭 𝐅𝐚𝐦𝐢𝐥𝐲 𝐎𝐟𝐟𝐢𝐜𝐞 – 𝐔𝐧𝐢𝐭𝐞𝐝 𝐀𝐫𝐚𝐛 𝐄𝐦𝐢𝐫𝐚𝐭𝐞𝐬 at the…
The celebrations continue at Lighthouse Canton on winning the 𝐁𝐞𝐬𝐭 𝐅𝐚𝐦𝐢𝐥𝐲 𝐎𝐟𝐟𝐢𝐜𝐞 – 𝐔𝐧𝐢𝐭𝐞𝐝 𝐀𝐫𝐚𝐛 𝐄𝐦𝐢𝐫𝐚𝐭𝐞𝐬 at the…
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📣 Big time update! Vibhav Sreekanti and I are thrilled to announce Prophet Security to supercharge security operations. Tired of the pain of…
📣 Big time update! Vibhav Sreekanti and I are thrilled to announce Prophet Security to supercharge security operations. Tired of the pain of…
Liked by Ash Chopra, CPWA®
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Truly honored and humbled by this recognition from Forbes; thank you to my clients, and congratulations to my colleagues. Forbes, Greenberg Traurig…
Truly honored and humbled by this recognition from Forbes; thank you to my clients, and congratulations to my colleagues. Forbes, Greenberg Traurig…
Liked by Ash Chopra, CPWA®
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Creating value for our client families goes beyond managing portfolios. Here is the article I penned for Impact Wealth (impactwealth.org) magazine…
Creating value for our client families goes beyond managing portfolios. Here is the article I penned for Impact Wealth (impactwealth.org) magazine…
Shared by Ash Chopra, CPWA®
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Failure is not the opposite of success. It’s a vital step on the journey. 🧗🏻
Failure is not the opposite of success. It’s a vital step on the journey. 🧗🏻
Liked by Ash Chopra, CPWA®
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Excited to share our official launch announcement! Ash Chopra, CPWA® https://lnkd.in/g6P6_8xB
Excited to share our official launch announcement! Ash Chopra, CPWA® https://lnkd.in/g6P6_8xB
Liked by Ash Chopra, CPWA®
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