Simi Dhall, Cfp® Email & Phone Number

Lenox Wealth Advisors integrated into Wealthspire Advisors in January 2022.

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, Gifting and Wealth Transfer Strategies, Cash Flow Planning, Philanthropic Planning and Tax Strategies.

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 relationships.

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).

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 analyze and create prospect assets and develop appropriate proposalsResponsible for researching and reporting on International Developed and Emerging markets for the local Investment Management Team daily research meetingsConducting Investment Analysis for Fixed Income and Equity portfoliosLead various initiatives to utilize company resources efficiently and create synergies amongst broad investment management team

Personal Financial Planning

Bachelor Of Science, International Business

Education record