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Simi Dhall, Cfp® Email & Phone Number

SVP, Advisor at Wealthspire Advisors at Wealthspire Advisors
Location: San Francisco, California, United States 6 work roles 3 schools
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✓ Verified May 2026 3 data sources Profile completeness 86%

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Current company
Wealthspire Advisors
Role
SVP, Advisor at Wealthspire Advisors
Location
San Francisco, California, United States
Company size
112 employees

Who is Simi Dhall, Cfp®? Overview

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Quick answer

Simi Dhall, Cfp® is listed as SVP, Advisor at Wealthspire Advisors at Wealthspire Advisors, a company with 112 employees, based in San Francisco, California, United States. AeroLeads shows a matched LinkedIn profile for Simi Dhall, Cfp®.

Simi Dhall, Cfp® previously worked as Senior Vice President, Advisor at Wealthspire Advisors and Senior Vice President, Wealth Strategist, Personal Financial Planning at Lenox Wealth Advisors at Lenox Wealth Advisors. Simi Dhall, Cfp® holds Personal Financial Planning from Uc Berkeley Extension.

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Wealthspire Advisors

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Profile bio

About Simi Dhall, Cfp®

Simi Dhall, Cfp® is a SVP, Advisor at Wealthspire Advisors at Wealthspire Advisors. They is proficient in Hindi.

Current workplace

Simi Dhall, Cfp®'s current company

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Wealthspire Advisors
Wealthspire Advisors
SVP, Advisor at Wealthspire Advisors
new york, new york, united states
Website
wealthspire.com
Employees
112
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6 roles · 22 years

Simi Dhall, Cfp® work experience

A career timeline built from the work history available for this profile.

Senior Vice President, Advisor

Current
Wealthspire Advisors

Lenox Wealth Advisors integrated into Wealthspire Advisors in January 2022.

Jan 2022 - Present

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

Lenox Wealth Advisors

San Francisco Bay Area

Simi is an integral part of the Wealth Advisory Platform at Lenox Advisors. She consults with families to ensure every aspect of their personal finances has a thorough, well thought out plan and helps them execute it. Her expertise includes looking at a myriad of Financial Planning topics such as Retirement Planning, Investment Management, Estate Planning.

2016 - Jan 2022

Senior Relationship Manager

Peninsula Wealth, Llc

San Francisco Bay Area

Primary responsibilities include providing ongoing investment and financial advice to 80+ clients within the firm. I am also an integral part of the firm's investment committee and design and manage our business development and sales operations. I work with clients from an initial introduction to closing the business as well as managing existing firm.

2013 - 2015 ~2 yrs

Wealth Manager

Bluepointe Capital Management

Work with high net worth individuals, primarily tech entrepreneurs and C-Level executives to create customized wealth management solutions to help them achieve their financial goals and objectives. Special emphasis on business development and building relationships with prospects as well as Centers of Influence (COI's).

2011 - 2013 ~2 yrs

Associate Investment Manager/Investment Management Specialist

Wells Fargo

Actively manage private client assets based on client investment objectives and asset allocation guidelines. Co-manage Fixed Income assets as a part of a Bond Team. Provide Due Diligence and comparative analysis on various Mutual Funds and ETF’s. Work with other Investment Mgrs. and other internal partners to develop new businessWork with Sales team to.

2006 - 2010 ~4 yrs
Team & coworkers

Colleagues at Wealthspire Advisors

Other employees you can reach at wealthspire.com. View company contacts for 112 employees →

CM Corey Mcguire, Cfa Corey Mcguire, Cfa Colleague at Wealthspire Advisors New York City Metropolitan Area, United States View → JH Justin Hult, Cfa Justin Hult, Cfa Colleague at Wealthspire Advisors San Francisco, California, United States, United States View → MN Marilyn Napoli Marilyn Napoli Colleague at Wealthspire Advisors New York City Metropolitan Area, United States View → CW Charlie Walker, Cfp®, Aif® Charlie Walker, Cfp®, Aif® Colleague at Wealthspire Advisors Washington DC-Baltimore Area, United States View → KT Karyn Tylicki, Cfp® Karyn Tylicki, Cfp® Colleague at Wealthspire Advisors Greater Milwaukee, United States View → RC Rachel Clore Rachel Clore Colleague at Wealthspire Advisors Greater Chicago Area, United States View → MR Mary Rose Cusick Mary Rose Cusick Colleague at Wealthspire Advisors United States, United States View → TC Tim C. Tim C. Colleague at Wealthspire Advisors San Rafael, California, United States, United States View → SD Scott Dillie, Cfp® Scott Dillie, Cfp® Colleague at Wealthspire Advisors Washington DC-Baltimore Area, United States View → SH Sierra Hoageson Sierra Hoageson Colleague at Wealthspire Advisors United States, United States View →
3 education records

Simi Dhall, Cfp® education

Education record

Convent Of Jesus And Mary
FAQ

Frequently asked questions about Simi Dhall, Cfp®

Quick answers generated from the profile data available on this page.

What company does Simi Dhall, Cfp® work for?

Simi Dhall, Cfp® works for Wealthspire Advisors.

What is Simi Dhall, Cfp®'s role at Wealthspire Advisors?

Simi Dhall, Cfp® is listed as SVP, Advisor at Wealthspire Advisors at Wealthspire Advisors.

Where is Simi Dhall, Cfp® based?

Simi Dhall, Cfp® is based in San Francisco, California, United States while working with Wealthspire Advisors.

What companies has Simi Dhall, Cfp® worked for?

Simi Dhall, Cfp® has worked for Wealthspire Advisors, Lenox Wealth Advisors, Peninsula Wealth, Llc, Bluepointe Capital Management, and Wells Fargo.

Who are Simi Dhall, Cfp®'s colleagues at Wealthspire Advisors?

Simi Dhall, Cfp®'s colleagues at Wealthspire Advisors include Corey Mcguire, Cfa, Justin Hult, Cfa, Marilyn Napoli, Charlie Walker, Cfp®, Aif®, and Karyn Tylicki, Cfp®.

How can I contact Simi Dhall, Cfp®?

You can use AeroLeads to view verified contact signals for Simi Dhall, Cfp® at Wealthspire Advisors, including work email, phone, and LinkedIn data when available.

What schools did Simi Dhall, Cfp® attend?

Simi Dhall, Cfp® holds Personal Financial Planning from Uc Berkeley Extension.

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