Kawal Singh, CFA®, CFP®
Private Wealth Advisor, Portfolio Manager
"For me, the most rewarding way to impact a life is by helping someone reach their financial goals. Their appreciation for an increased sense of well-being is the biggest motivation."Kawal has niche expertise working with physicians and health care professionals. He understands their distinctive needs and invests the necessary time to understand each person’s unique story before suggesting a way forward.
Fluent in English, Punjabi, Hindi, and Urdu, Kawal’s tailored advice considers one’s personal situation while paying attention to behavioral biases that may impact the decision-making process. He then builds carefully constructed portfolios that help protect and grow his clients’ hard-earned wealth.
Kawal holds the Chartered Financial Analyst (CFA®) and Certified Financial Planner (CFP®) designations, and a Bachelor of Commerce degree.