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Vishal Muni Email & Phone Number
Wealth Planning Advisory Group
at
Wealth Planning Advisory Group
2 work emails found
@wealthplanning.com
2 phones found area 908
LinkedIn matched
✓ Verified August 2026
4 data sources
Profile completeness 100%
Current company
Role
Wealth Planning Advisory Group
Location
New York City Metropolitan Area, United States
Company size
Who is Vishal Muni? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Vishal Muni is listed as Wealth Planning Advisory Group at Wealth Planning Advisory Group, a with 4 employees, based in New York City Metropolitan Area, United States. AeroLeads shows a work email signal at wealthplanning.com, phone signal with area code 908, and a matched LinkedIn profile for Vishal Muni.
Vishal Muni previously worked as Portfolio Manager at Blue Spruce Global Advisors and Risk & Research Analyst - Hedge Funds at Blue Spruce Global Advisors. Vishal Muni holds Certified Private Wealth Advisor, Wealth Management from University Of Chicago Booth School Of Business Executive Education.
Company email context
Email format at Wealth Planning Advisory Group
This section adds company-level context without repeating Vishal Muni's masked contact details.
{first}@wealthplanning.com
92% confidence
AeroLeads found 2 current-domain work email signals for Vishal Muni. Compare company email patterns before reaching out.
Profile bio
About Vishal Muni
Vishal Muni is a Wealth Planning Advisory Group at Wealth Planning Advisory Group. He possess expertise in hedge funds, equities, options, derivatives, fixed income and 45 more skills. He is proficient in English.
Listed skills include Hedge Funds, Equities, Options, Derivatives, and 46 others.
Current workplace
Vishal Muni's current company
Company context helps verify the profile and gives searchers a useful next step.
Wealth Planning Advisory Group
5 roles
Vishal Muni work experience
A career timeline built from the work history available for this profile.
Role listed
Overseeing well being of multiple family offices and high net-worth individuals globally through with our SignifyLife process. Heading Asset Management & Outsourced CIO platform..
Portfolio Manager
Blue Spruce Global Advisors
Overseeing $220MM across Managing in-house Equity hedged strategy Hedge fund due diligence.
Jan 2009 - May 2015
Risk & Research Analyst - Hedge Funds
Blue Spruce Global Advisors
Assisted in managing a global multi-strategy fund of hedge fund listed on the Irish stock exchange. It involved performing quantitative analysis on underlying funds such as regression analysis, statistical forecasting techniques and reporting the inferences to the fund manager.
Jun 2008 - Dec 2008
Analyst - Treasury & Corporate Finance
Assisted in hedging currency and commodity exposures to a steel manufacturing company by using hedging strategies with OTC options and exotic swaps. It involved determining the net exposure to a currency and commodities on a daily basis and reporting it to the traders. It also included reconciliation of trades by the end of the month.
Jul 2006 - Mar 2007
Team & coworkers
Colleagues at Wealth Planning Advisory Group
Other employees you can reach at wealthplanning.com. View company contacts for 4 employees →
AD
Aaron D'Souza
Colleague at Wealth Planning Advisory GroupNew York, United States
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MC
Manan Chavda
Colleague at Wealth Planning Advisory GroupNew York City Metropolitan Area, United States
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SV
Sekhar Vemprala
Colleague at Wealth Planning Advisory GroupBridgewater, New Jersey, United States
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LT
Laura Tamasaukas
Colleague at Wealth Planning Advisory GroupNewton, New Jersey, United States
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Aaron D'Souza
Colleague at Wealth Planning Advisory GroupNew York, United States
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MC
Manan Chavda
Colleague at Wealth Planning Advisory GroupNew York City Metropolitan Area, United States
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SV
Sekhar Vemprala
Colleague at Wealth Planning Advisory GroupBridgewater, New Jersey, United States
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LT
Laura Tamasaukas
Colleague at Wealth Planning Advisory GroupNewton, New Jersey, United States
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4 education records
Vishal Muni education
Certified Private Wealth Advisor, Wealth Management
M.S, Mathematical Finance
Bachelor Of Engineering (Be), Certificate Program In Capital Markets
Be, Information Technology
FAQ
Frequently asked questions about Vishal Muni
Quick answers generated from the profile data available on this page.
What company does Vishal Muni work for?
Vishal Muni works for Wealth Planning Advisory Group.
What is Vishal Muni's role at Wealth Planning Advisory Group?
Vishal Muni is listed as Wealth Planning Advisory Group at Wealth Planning Advisory Group.
What is Vishal Muni's email address?
AeroLeads has found 2 work email signals at @wealthplanning.com for Vishal Muni at Wealth Planning Advisory Group.
What is Vishal Muni's phone number?
AeroLeads has found 2 phone signal(s) with area code 908 for Vishal Muni at Wealth Planning Advisory Group.
Where is Vishal Muni based?
Vishal Muni is based in New York City Metropolitan Area, United States while working with Wealth Planning Advisory Group.
What companies has Vishal Muni worked for?
Vishal Muni has worked for Wealth Planning Advisory Group, Blue Spruce Global Advisors, and Uttam Galva Steels Limited.
Who are Vishal Muni's colleagues at Wealth Planning Advisory Group?
Vishal Muni's colleagues at Wealth Planning Advisory Group include Aaron D'Souza, Manan Chavda, Sekhar Vemprala, and Laura Tamasaukas.
How can I contact Vishal Muni?
You can use AeroLeads to view verified contact signals for Vishal Muni at Wealth Planning Advisory Group, including work email, phone, and LinkedIn data when available.
What schools did Vishal Muni attend?
Vishal Muni holds Certified Private Wealth Advisor, Wealth Management from University Of Chicago Booth School Of Business Executive Education.
What skills is Vishal Muni known for?
Vishal Muni is listed with skills including Hedge Funds, Equities, Options, Derivatives, Fixed Income, Quantitative Finance, Trading, and Portfolio Management.
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