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Simi Dhall

Simi Dhall

Senior Vice President, Advisor | Wealthspire Advisors

San Francisco, California, United States

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Simi Dhall

Summary

Simi Dhall is a seasoned financial services professional with extensive experience in wealth management and investment strategies. Currently serving as Senior Vice President at Wealthspire Advisors, she specializes in alternative investments and asset management, helping high net worth individuals navigate complex financial landscapes. Simi's career spans various roles, from portfolio management to personal financial planning, reflecting her deep understanding of both client needs and market dynamics. She holds a Bachelor of Science in International Business from San Jose State University and furthered her expertise in Personal Financial Planning at UC Berkeley Extension. Fluent in Hindi, Simi brings a diverse perspective to her client interactions. Her ability to integrate financial planning with investment management sets her apart in the industry, making her a trusted advisor for families seeking comprehensive financial solutions.

General

Specialist

Technical Background

Leadership Experience

Long-Term Tenure

Immigrant

Professional interests

Industry-specific interests

Leadership Development

Innovation

Organisational experience

Corporate Experience

Simi Dhall

Work Experience

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Senior Vice President, Advisor at

Wealthspire Advisors

Present

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Senior Vice President, Advisor at

Wealthspire Advisors

January 2022 - Present

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Senior Vice President, Wealth Strategist, Personal Financial Planning at Lenox Wealth Advisors at

Lenox Wealth Advisors dba Wealthspire Advisors

January 2016 - January 2022

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Senior Relationship Manager at

Peninsula Wealth, LLC

January 2013 - January 2015

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Wealth Manager at

BluePointe Capital

January 2011 - January 2013

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Associate Investment Manager/Investment Management Specialist at

Wells Fargo

January 2006 - January 2010

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Portfolio Associate at

First Republic Private Wealth Management

January 2004 - January 2006

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Simi Dhall

Education

UC Berkeley Extension, Personal Financial Planning

January 2005 - January 2007

San José State University, Bachelor Of Science

January 1997 - January 2001

Convent of Jesus and Mary

Frequently Asked Questions about Simi Dhall

What is Simi Dhall email address?

Simi Dhall's primary email address is **********@wealthspire.com. To view the full verified email and additional contact details, sign up for free with Muraena.

What company does Simi Dhall work for?

Simi Dhall is a Senior Vice President, Advisor at Wealthspire Advisors, a company specializing in Monetary Authorities-Central Bank.

Where Simi Dhall graduated from?

Simi Dhall holds a degree in from UC Berkeley Extension.

How can I directly contact Simi Dhall?

To contact Simi Dhall directly, you can use the email address **********@wealthspire.com. Complete contact information is available upon registration with Muraena.

Is Simi Dhall an immigrant?

Yes, Simi Dhall is an immigrant and currently based in United States

Who is Simi Dhall?

Simi Dhall is a seasoned financial services professional with extensive experience in wealth management and investment strategies. Currently serving as Senior Vice President at Wealthspire Advisors, she specializes in alternative investments and asset management, helping high net worth individuals navigate complex financial landscapes. Simi's career spans various roles, from portfolio management to personal financial planning, reflecting her deep understanding of both client needs and market dynamics. She holds a Bachelor of Science in International Business from San Jose State University and furthered her expertise in Personal Financial Planning at UC Berkeley Extension. Fluent in Hindi, Simi brings a diverse perspective to her client interactions. Her ability to integrate financial planning with investment management sets her apart in the industry, making her a trusted advisor for families seeking comprehensive financial solutions.

Simi`s contact details

mail

**********@wealthspire.com

Colleagues

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Cfp Cima Gail Harris

Senior Vice President

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Brian Powers

CFO and Managing Director

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Bruce Laning

Managing Director and Principal

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Gregory Reynholds

Managing Director, Head of Intermediary Business

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Sacha Lutchman

Senior Operations Associate

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Cfp Stephen Kepler

Vice President

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Msfp Steve Branton Cfp Cpcc

Senior Vice President and Advisor

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Richard Yam

Senior Vice President

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Robin Dobbs

Senior Vice President

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