Yash Talreja has a background in software technology and is currently a financial planner and investment advisor. He holds degrees in Engineering and Computer Science from IIT Delhi and UC Davis. As a former software industry executive and entrepreneur, Yash understands the unique needs and requirements of technology professionals, executives and small business owners. His analytic background helps him analyze market trends, evaluate various investment choices and construct a portfolio that helps best meet the client’s goals.
As a first-generation immigrant from India, he understands the unique needs, aspirations, hopes and fears of the Bay Area’s vibrant immigrant community. His goal is to help his clients meet their investment goals without taking undue risk.
He works closely with his clients to develop achievable custom financial plans leveraging his financial planning experience, analytic abilities and insight into the unique needs of the Indian immigrant community.
His services include:
- Financial planning for Executives/ “Highly Compensated” Professionals
- College Savings
- Retirement Planning
- Sustainable Investing
- Alternative Investments
- Asset Management
- Business Succession Planning
- Defined Contribution and Defined Benefit Plans
- Endowments and Foundations
- Estate Planning Strategies
- Financial Planning
- Philanthropic Services
