Preetika Pande, MSc., CFP®
Senior Wealth Advisor at Destination Wealth Management- Claim this Profile
Contact Information
us****@****om
(386) 825-5501
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Location
Walnut Creek, California, United States, US
Languages
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Hindi Native or bilingual proficiency
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English Native or bilingual proficiency
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Arabic Elementary proficiency
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Experience
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Destination Wealth Management
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United States
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Financial Services
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1 - 100 Employee
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Senior Wealth Advisor
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Feb 2020 - Present
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Polaris Wealth Advisory Group
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United States
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Investment Management
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1 - 100 Employee
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Wealth Advisor
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Apr 2016 - Feb 2020
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Catholic Charities SF
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Non-profit Organizations
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200 - 300 Employee
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Volunteer with Canal Family Support
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May 2015 - Jun 2016
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Regent Investment Consultants
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united arab emirates
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Financial Advisor
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Jun 2012 - Jan 2015
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Tax Consultant
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2010 - 2011
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Henkel
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Germany
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Manufacturing
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700 & Above Employee
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Financial Analyst Intern
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Jun 2010 - Oct 2010
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BC Capital Management
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Richmond
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Financial Data Analyst Intern
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Feb 2010 - Apr 2010
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Real World Magazine
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Leicester, United Kingdom
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Promotions Assistant
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2007 - 2008
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AimHigher, University of Leicester
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Leicester, United Kingdom
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Student Ambassador
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2006 - 2008
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Education
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2016 - 2017
University of California, Berkeley
Financial Planning - Received Outstanding Student of the Year Award -
2008 - 2009
University of Warwick - Warwick Business School
MSc, Finance and Economics -
2006 - 2008
University of Leicester
BA, Economics
Community
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