Areas of Focus
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Equity Compensation Options
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Financial Life Planning
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Investment Management
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Retirement Planning
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Taxes
About Me
Hi, I'm Vishal Kumar. In 2015, I founded Twin Peaks Wealth Advisors with my twin brother, Tushar Kumar.
Our financial planning journey started when we were just 14 years old. Our father, who was the primary breadwinner and financial decision maker of our household, was diagnosed with stage four cancer. He was given 6 months to live.
It was an emotional and challenging time and our family faced countless questions about our financial future.
• Would we be able to live in the same house?
• Would we be able to go to college without needing student loans?
• Could my mom retire in the Bay Area with her existing assets and the life insurance proceeds she would receive?
Prior to his passing, our father hired a financial planner to help my mom with this aspect of her life. This was the first time we learned what a financial planner is and does.
Working with a planner allowed us to put a structure and process behind our family’s finances with key action steps we had to take along the way. By evaluating and modifying our strategy and investments regularly, we were able to attain the financial goals my mother had laid out. His advice moved us to action with clarity and confidence.
Our own story is what drives us. We’ve seen, firsthand, the benefits of working with a planner and we want to bring that same confidence and clarity to the clients we serve.
Primary Location
1 Daniel Burnham Ct. Apt. 713, San Francisco, CA 94109
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
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Fee Only
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Flat Fee
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Percentage of Assets Managed
What to expect in the first meeting
Click the 'Book Intro Call' button above to schedule an introductory call. Before the call, we suggest visiting our website to read more about our story, mission, and values. That hopefully will answer a lot of your questions before our call. During the call, we will introduce you to our firm and ask some questions about what you are looking for. Our primary goal will be to assess your needs and find the appropriate service for you. We look forward to speaking with you.
Offers Investment Management
Yes
About our Firm
At Twin Peaks Wealth Advisors, we believe everyone can reach his or her goals through repeatable, intentional actions. We provide coaching and continuous accountability as trusted financial planners in your corner.
We're a financial planning and wealth management firm based in San Francisco that works with individuals, families, and business owners to understand and maximize their wealth potential. We offer highly customized and unbiased advice.
At Twin Peaks Wealth Advisors, we work to deliver the personalized service and relationship of a boutique wealth management firm, with the back-end capabilities of a large institutional investment company. Our mission is to empower people to make the informed decisions necessary to achieve their wealth objectives.
✔️ Wealth Management:
Benefit from both financial planning and an investment strategy tailored for your family, crafted by a team of forward-thinking investment advisor representatives.
✔️ Financial Planning:
With customized and comprehensive packages in place, our advisors address all of your financial needs and believe it is possible for you to achieve your goals.
✔️ Pre and Post IPO Planning:
Our advisors specialize in helping clients navigate IPOs and company acquisitions by developing customized sale/exercise strategies, reviewing liquidity considerations, and implementing tax efficiencies.
✔️ Estate Planning:
Our affiliate, Twin Peaks Estate Services, provides an end-to-end solution with services like addressing trusts and wills, naming beneficiaries, tax planning, and evaluating life insurance needs.
✔️ Home Purchase Planning:
Let us help you make buying a home a reality with our scenario modeling and payment strategies.
Education
University of California, Berkeley BA, Political Economics; Economic Demography
Who We Serve
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Baby Boomers
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Business Owners
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Corporate Executives
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Dual Income Family
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Entrepreneurs
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Families
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Gen X
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Intergenerational Families
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Living in Retirement
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Technology Professionals
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Young Families