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Twin Peaks Wealth Advisors
Twin Peaks Wealth Advisors
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Firm
San Francisco, CA
Serving Clients Nationwide
We help individuals and families achieve and maintain financial freedom.
Primary Advisor Locations
Twin Peaks Wealth Advisors
Vishal Kumar
Tushar Kumar
Brian D. Nguyen, CFP®
Video
Compensation Methods
- Fee Only
- Flat Fee
- Percentage of Assets Managed
About Us
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.
Badges
SEC Lookup
View DisclosureWho We Serve
- Baby Boomers
- Business Owners
- Corporate Executives
- Dual Income Family
- Entrepreneurs
- Families
- Gen X
- Intergenerational Families
- Living in Retirement
- Technology Professionals
- Young Families
To make Wealthtender free for readers, we earn a nominal monthly fee from financial advisors and firms in exchange for marketing services (including being featured on this profile page), subject to terms of use. This compensation creates a natural conflict of interest when we favor their promotion over others. Wealthtender is not a client of these advisors or firms. Testimonials may not be representative of other clients’ experiences and do not guarantee future performance or success.
Write a Review
By clicking submit, you acknowledge this review is based on your own experience and reflects your genuine opinion. You also agree to our review policy, privacy policy, and terms and conditions, and give this financial advisor permission to publicly display your review on their website.
5 Stars
✅ Wealthtender Certified Advisor Review™
October 23, 2024
I had a great time getting in touch with Brian and being able to unwind with a good couple hours of Top Golf. I’d love to do it again with good food and drinks and practicing my swings! It is always fun to go out with these guys. I appreciate very much the invitations from the company to establish a great relationship.
◼ Relationship to Financial Advisor:Current Client
◼ Compensation:This reviewer received no compensation for this review.
◼ Conflicts of Interest:There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
September 27, 2024
We’ve been working with Vishal and Tushar for a decade now. We trust them with not only our larger long term investments but have also over the years run nearly every financial decision by them. Nothing is too big or too small. We’ve an open, honest and mutually respectful relationship and trust them implicitly. We’ve recommended many of our friends to them over the years and look forward to nurturing our relationship with Twin Peaks for many more years to come.
◼ Relationship to Financial Advisor:Current Client
◼ Compensation:This reviewer received no compensation for this review.
◼ Conflicts of Interest:There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
September 24, 2024
We feel very lucky to be working with Twin Peaks Wealth Advisors. Everyone on their team is thoughtful, knowledgeable, kind, patient, and engaging.
◼ Relationship to Financial Advisor:Current Client
◼ Compensation:This reviewer received no compensation for this review.
◼ Conflicts of Interest:There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
August 28, 2024
Great team with exceptional expertise helping you manage and invest your funds. I highly recommend working with them!
◼ Relationship to Financial Advisor:Industry Professional
◼ Compensation:This reviewer received no compensation for this review.
◼ Conflicts of Interest:There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
August 28, 2024
I highly recommend Vishal and Twin Peaks Wealth Advisors! Vishal provided detailed explanations of investment options, ensuring I felt comfortable moving forward with the best choices for me. He keeps us informed regularly, always checking in, and has a strong vision for multi-investing. #WealthManagement #Investing #FinancialAdvisor
◼ Relationship to Financial Advisor:Current Client
◼ Compensation:This reviewer received no compensation for this review.
◼ Conflicts of Interest:There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
August 19, 2024
The team at Twin Peaks WA have been incredibly helpful in my journey to financial security. They have answered all my questions professionally and have given me great advice. I highly recommend them for all your financial needs and planning. Disclosure, I will be an employee of the firm in mid September ’24.
◼ Relationship to Financial Advisor:Employee and prospect
◼ Compensation:This reviewer received no compensation for this review.
◼ Conflicts of Interest:There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
August 1, 2024
I feel at ease knowing that Brian is my financial advisor. He takes the time to explain everything to me in layman terms. I highly recommend Brian & Twin Peaks Wealth Advisors for your investment needs!
◼ Relationship to Financial Advisor:Current Client
◼ Compensation:This reviewer received no compensation for this review.
◼ Conflicts of Interest:There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
July 31, 2024
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◼ Relationship to Financial Advisor:Current Client
◼ Compensation:This reviewer received no compensation for this review.
◼ Conflicts of Interest:There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
July 30, 2024
We have used Twin Peaks since they opened. Our advisor, Brian Nguyen is amazing! He has guided our investments and has been spot on! He’s professional, honest and personable. We love him! We have recommended Brian and will continue to do so.
◼ Relationship to Financial Advisor:Current Client
◼ Compensation:This reviewer received no compensation for this review.
◼ Conflicts of Interest:There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
July 29, 2024
I’ve worked with TPWA for many years now, and I’ve always been very pleased with the service I receive. They’ve always been immediately responsive to questions and requests, available and open whenever I’d like to review things. They have demonstrated excellent knowledge in financial planning and investing strategies, with an exceptional ability to tailor that to my evolving goals and circumstances. Highly recommend this team!
◼ Relationship to Financial Advisor:Current Client
◼ Compensation:This reviewer received no compensation for this review.
◼ Conflicts of Interest:There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
July 25, 2024
I have been using TPWA’s help with financial planning since the last couple of years. They’ve been a huge help in making us understand and manage our finances better. The team is easy to talk to, responsive and clear with their guidance. Would highly recommend!
◼ Relationship to Financial Advisor:Current Client
◼ Compensation:This reviewer received no compensation for this review.
◼ Conflicts of Interest:There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
July 24, 2024
I’ve relied on Twin Peaks Wealth Advisors for financial guidance and managing my portfolio, and I couldn’t be happier with them. They are responsive any time I have questions, and they take time to listen to my concerns.Their transparency and professionalism are unparalleled and I always feel informed and confident when making decisions. Vishal and his team are not only knowledgeable but also incredibly friendly and trustworthy. I highly recommend them for anyone seeking reliable financial advice.
◼ Relationship to Financial Advisor:Employee and prospect
◼ Compensation:This reviewer received no compensation for this review.
◼ Conflicts of Interest:There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
July 23, 2024
We have worked with Tushar and Vishal for over 10 years, and have always had a very positive experience and a very good professional relationship. Highly recommend!
◼ Relationship to Financial Advisor:Current Client
◼ Compensation:This reviewer received no compensation for this review.
◼ Conflicts of Interest:There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
July 23, 2024
I am very pleased with the management of my financial accounts and advice that I have received from TPWA. They are a very agile and dynamic team.
◼ Relationship to Financial Advisor:Current Client
◼ Compensation:This reviewer received no compensation for this review.
◼ Conflicts of Interest:There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
July 21, 2024
I absolutely trust these guys! They have always demonstrated an excellent understanding of my financial needs and goals, as an individual and a parent. Their advice at each stage has helped me learn and navigate the investment and saving opportunities available to me, and plan accordingly. I have complete confidence in the Twins’ and their professional abilities. Their advice is always clear, relevant and prudent.
◼ Relationship to Financial Advisor:Former Client
◼ Compensation:This reviewer received no compensation for this review.
◼ Conflicts of Interest:There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
July 17, 2024
I’ve worked with Tushar and Vishal for over 13 years and they continue to give me white glove service. I know I’m not their biggest client but they always make me feel like I am. They come prepared to our quarterly meetings with solid insights about what’s next for our investment strategy. And most importantly, I’m very satisfied with my returns. Couldn’t recommend Twin Peaks more!
◼ Relationship to Financial Advisor:Current Client
◼ Compensation:This reviewer received no compensation for this review.
◼ Conflicts of Interest:There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
July 15, 2024
Twin Peaks Weather Advisory has been awesome! They’ve not only managed my finances expertly but also educated me along the way. Thanks to them, I feel confident about my financial future. The team is professional, knowledgeable, and always there when I need them. I highly recommend their services!
◼ Relationship to Financial Advisor:Current Client
◼ Compensation:This reviewer received no compensation for this review.
◼ Conflicts of Interest:There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
July 14, 2024
The TWA team is highly knowledgeable, responsive and a pleasure to work with.
◼ Relationship to Financial Advisor:Current Client
◼ Compensation:This reviewer received no compensation for this review.
◼ Conflicts of Interest:There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
July 12, 2024
Great financial planning, great team. Very responsive, you’ll get email/phone responses super quick. I enjoy our time together discussing the future and planning goals
◼ Relationship to Financial Advisor:Current Client
◼ Compensation:This reviewer received no compensation for this review.
◼ Conflicts of Interest:There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
July 11, 2024
Such a nice group of people with a real family-ethos to their business.
◼ Relationship to Financial Advisor:Industry Professional
◼ Compensation:This reviewer received no compensation for this review.
◼ Conflicts of Interest:There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
July 8, 2024
Exceptional Team !. It is great to work with Tushar, Vishal and the entire Twin Peaks team. I am extremely pleased with their services – knowledgeable, professional and always have my best interests in mind. What also sets them apart is their availability, along with their commitment to clear and transparent communication. I highly recommend them.
◼ Relationship to Financial Advisor:Current Client
◼ Compensation:This reviewer received no compensation for this review.
◼ Conflicts of Interest:There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
July 7, 2024
This is a great firm to work with.
◼ Relationship to Financial Advisor:Industry Professional
◼ Compensation:This reviewer received no compensation for this review.
◼ Conflicts of Interest:There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
July 3, 2024
With their expertise and proactive management, Twin Peaks WM has been an invaluable partner in our retirement planning. Our portfolio has consistently outperformed our expectations year after year.
◼ Relationship to Financial Advisor:Current Client
◼ Compensation:This reviewer received no compensation for this review.
◼ Conflicts of Interest:There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
July 1, 2024
The Twin Peaks Wealth Advisors team is amazing. They’ve supported us with personalized advice and strategies, and have been incredible partners to us on our financial journey for several years. We recommend a conversation to any friends and colleagues who are at a critical stage of evaluating whether a financial advisor is the right choice for them.
◼ Relationship to Financial Advisor:Current Client
◼ Compensation:This reviewer received no compensation for this review.
◼ Conflicts of Interest:There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
June 30, 2024
We have benefited greatly from having TP manage our investments. They are proactive, punctual, and professional in their approach with excellent follow through. They worked with us to understand our goals and created a portfolio that matches our interests and values. For us they have taken the stress out of tracking our investments.
◼ Relationship to Financial Advisor:Current Client
◼ Compensation:This reviewer received no compensation for this review.
◼ Conflicts of Interest:There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
June 28, 2024
Twin Peaks Wealth Advisors and Brian Nguyen, our main contact has been extremely helpful to many of our estate planning clients that often need ancillary and related services.
We often work with high net worth clients (many of whom work at tech companies that receive large compensation packages). Instead of giving generic advice, we prefer to refer our clients to other reputable professionals if we can’t help them out. Mr. Nguyen has been extremely helpful in providing competent and valuable advice; We know this because our clients later call us and thank us for the referral.
We highly recommend this firm for all your financial planning and asset management needs.
◼ Relationship to Financial Advisor:Industry Professional
◼ Compensation:This reviewer received no compensation for this review.
◼ Conflicts of Interest:There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
June 24, 2024
I’ve been working with Twin Peak for almost two years now. Brian Nguyen is my trusted financial advisor and very helpful in planning, managing and investing my money. He was very helpful in assisting me in dealing with my company stock options after I retired . He has been periodically updating me on the performances of my investments. Thank you Brian!
◼ Relationship to Financial Advisor:Current Client
◼ Compensation:This reviewer received no compensation for this review.
◼ Conflicts of Interest:There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
June 24, 2024
Brian has been a great financial advisor in helping me navigate the complex world of investments. He distills the information to make it understandable and provides the best advice based on me and my family future financial goals.
◼ Relationship to Financial Advisor:Current Client
◼ Compensation:This reviewer received no compensation for this review.
◼ Conflicts of Interest:There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
June 24, 2024
Great team that I count on for my retirement planning. I have worked with them for over a year and am very satisfied with products and service based on my investment objectives.
◼ Relationship to Financial Advisor:Current Client
◼ Compensation:This reviewer received no compensation for this review.
◼ Conflicts of Interest:There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
June 24, 2024
I can’t recommend Brian highly enough as a financial planner. He’s been an absolute game-changer for me, especially when it comes to navigating the often-confusing world of investments.
Brian’s knowledge is truly impressive. He took the time to patiently educate me on different investment options, making sure I understood everything before making any decisions.
But Brian’s expertise goes beyond just investments. He’s also been a fantastic resource for my small business. He helped me maximize my retirement contributions, ensuring I’m on track for a secure future. Additionally, his tax-saving strategies have been a major win!
Overall, Brian is a fantastic financial planner who combines expertise with a genuine desire to see his clients succeed. If you’re looking for someone to help you navigate your finances with confidence, Brian is the guy!
◼ Relationship to Financial Advisor:Current Client
◼ Compensation:This reviewer received no compensation for this review.
◼ Conflicts of Interest:There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
June 24, 2024
Been client since 2022 ! Brian Nguyen is my financial advisor , you can count on him and goes beyond to meet your needs .
◼ Relationship to Financial Advisor:Current Client
◼ Compensation:This reviewer received no compensation for this review.
◼ Conflicts of Interest:There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
June 23, 2024
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◼ Relationship to Financial Advisor:Industry Professional
◼ Compensation:This reviewer received no compensation for this review.
◼ Conflicts of Interest:There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
June 23, 2024
Very knowledgeable advisors with great client service – I trust them with my savings and planning my future!
◼ Relationship to Financial Advisor:Current Client
◼ Compensation:This reviewer received no compensation for this review.
◼ Conflicts of Interest:There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
June 23, 2024
Twin Peaks Wealth Advisors truly set the standard for Wealth Planning. They are terrific advisors, provide valuable insights and are always client focused.
◼ Relationship to Financial Advisor:Industry Professional
◼ Compensation:This reviewer received no compensation for this review.
◼ Conflicts of Interest:There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
June 23, 2024
We have been clients of Twin Peaks since 2018. Tushar and Vishal are a dynamic duo that we have a great deal of trust and respect for. They have guided us as our family has grown from one child to three. They are up to date with the latest market activity and have a very strong knowledge base to help you prepare for your financial goals, whatever they may be! Their true passion for not just their work, but also their clients is demonstrated through the efforts they put forth to get to know you and also create a community for their clients. We are lucky to have been referred to them and continue to refer them to others in need of financial planning and wealth management.
◼ Relationship to Financial Advisor:Current Client
◼ Compensation:This reviewer received no compensation for this review.
◼ Conflicts of Interest:There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
June 20, 2024
I’ve been working with twin peaks now for 2 years. They’ve really helped me with financial forecasting, planning, understanding stock and equity options, connecting me to tax accountants, and diversifying my account. I feel much more financially literate! Vishal is also very friendly, organized, responsive, and his team hosts a lot of fun events! It’s been wonderful working with him and I’d recommend Twin Peaks to friends and family interested in a financial advisor.
◼ Relationship to Financial Advisor:Current Client
◼ Compensation:This reviewer received no compensation for this review.
◼ Conflicts of Interest:There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
June 18, 2024
Great service and performance. I’ve been working with them since they started and they’ve always done well vs the market and met my goals.
◼ Relationship to Financial Advisor:Current Client
◼ Compensation:This reviewer received no compensation for this review.
◼ Conflicts of Interest:There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
June 13, 2024
I have known Vishal and Tushar since they started and have seen how they have successfully grown their business with their clear and direct communication style and the structure they bring to proactively address financial matters. You’re in good hands with them.
◼ Relationship to Financial Advisor:Former Client
◼ Compensation:This reviewer received no compensation for this review.
◼ Conflicts of Interest:There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
June 12, 2024
Twin Peaks Wealth Advisors is a great firm – professional, responsive, and personable, Vishal and Tushar are wonderful to work with.
◼ Relationship to Financial Advisor:Industry Professional
◼ Compensation:This reviewer received no compensation for this review.
◼ Conflicts of Interest:There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
June 12, 2024
Twin Peaks have been a BREEZE to work with! They are committed to their craft and it shows in their professionalism and deep knowledge in financial planning & management.
I would without hesitation recommend them to any friends or family looking for financial guidance that want to feel confident about their choices!
◼ Relationship to Financial Advisor:Current Client
◼ Compensation:This reviewer received no compensation for this review.
◼ Conflicts of Interest:There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
June 10, 2024
When it comes to writing a review of financial planning or more specifically a wealth advisor, my first thought is that I would need time to determine how well my decision was. In the case of TPWA I can say I am confident in my decision from the beginning. The advisors assigned to me are professional, knowledgeable, and are excellent at making sure I understand everything we are doing and working towards. The support staff are what makes this relatively small firm the powerhouse it is. They are prompt, experienced, and take ownership. I can give TPWA 5 stars and I am thankful to have this team help me reach my goals!
◼ Relationship to Financial Advisor:Contract employee and prospect
◼ Compensation:This reviewer received no compensation for this review.
◼ Conflicts of Interest:There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
June 10, 2024
Best!
◼ Relationship to Financial Advisor:Current Client
◼ Compensation:This reviewer received no compensation for this review.
◼ Conflicts of Interest:There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
June 9, 2024
Vishal, Tushar & team come with deep expertise in financial planning and provide that extra level of care, support and availability for their clients that really makes the difference. It’s been a pleasure getting to know Vishal, as he is professional, resourceful, and invested in your success.
◼ Relationship to Financial Advisor:Employee and prospect
◼ Compensation:This reviewer received no compensation for this review.
◼ Conflicts of Interest:There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
June 9, 2024
Twin Peaks Wealth Advisors are the real deal! They don’t just offer one-size-fits-all solutions. Instead, they take the time to understand your unique financial situation, goals, and aspirations, and tailor their recommendations accordingly.
What I love most is their follow-through and wide variety of expertise. Their services cover every aspect of finance whether it’s investing, retirement planning, estate planning, or insurance, they’re on it. They’ll even meet with your CPA for tax planning. You can tell that they’re not just in it for the quick fix – they’re with you for the long haul.
◼ Relationship to Financial Advisor:Industry Professional
◼ Compensation:This reviewer received no compensation for this review.
◼ Conflicts of Interest:There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
June 9, 2024
Twin Peaks Wealth Advisors have provided exceptional service. As their clients for the past 15 years, we have consistently been impressed with their expertise and dedication in managing our funds. Whether it’s our children’s 529 plan, 401(k) management, or mutual funds, they have delivered outstanding results. I wholeheartedly recommend their services to anyone in need of reliable and proficient financial management.
◼ Relationship to Financial Advisor:Current Client
◼ Compensation:This reviewer received no compensation for this review.
◼ Conflicts of Interest:There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
June 6, 2024
Vishal and his team are great at what they do. They are knowledgeable, resourceful and care about their clients. Wonderful to work with!
◼ Relationship to Financial Advisor:Industry Professional
◼ Compensation:This reviewer received no compensation for this review.
◼ Conflicts of Interest:There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
June 5, 2024
Nothing but the highest praise for Tushar and Vishal. They have been so helpful for financial and wealth planning for me and my wife. They’re super knowledgable, responsive, and friendly.
I’ve known them since college (almost 20 years) and honored to call them friends and advisors!
◼ Relationship to Financial Advisor:Former Client
◼ Compensation:This reviewer received no compensation for this review.
◼ Conflicts of Interest:There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
June 3, 2024
Been working with TPWA for the past 5 years. Vishal has been amazing in helping us achieve our goals. Easy to communicate with and always available. Highly recommend
◼ Relationship to Financial Advisor:Current Client
◼ Compensation:This reviewer received no compensation for this review.
◼ Conflicts of Interest:There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
June 3, 2024
Twin Peaks Wealth Advisors has helped to provide guidance on some of the most important financial decisions in our lives. I highly recommend the team of Tushar and Vishal Kumar and their broader staff.
◼ Relationship to Financial Advisor:Current Client
◼ Compensation:This reviewer received no compensation for this review.
◼ Conflicts of Interest:There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
June 2, 2024
Twin Peaks has helped me tremendously with financial literacy and achieving my financial goals. I have not been too keen on financial terminology and I always thought saving in my bank account would get me to where I need to be. After working with Twin Peaks, they have answered all of the questions that I had, but more importantly, helped me build an investment plan to get me the down payment for house as well as set up accounts to take care of my family for the future.
They definitely make the impossible happen and make the “hard to understand” easily digestible.
I would definitely recommend Twin Peaks to everyone looking for help with finances!
◼ Relationship to Financial Advisor:Current Client
◼ Compensation:This reviewer received no compensation for this review.
◼ Conflicts of Interest:There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
June 2, 2024
The Twin Peaks team brings a fresh and fun perspective to financial planning. The advisors have not only given me critical advice but become trusted friends. I’ve especially appreciated working with the women on their team who understand my needs and go the extra mile to make me feel comfortable. Overall, it’s been a great experience. Highly recommend!
◼ Relationship to Financial Advisor:Prospect
◼ Compensation:This reviewer received no compensation for this review.
◼ Conflicts of Interest:There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
May 28, 2024
My advisors proactively offer new investment ideas to diversify my portfolio and help me reach my financial goals. I especially love their strategy to help me save capital gains taxes on RSUs. They pride themselves on being there for my family at every life milestone. They are knowledgeable and trustworthy but differentiate themselves from other advisors by caring about their clients like family.
◼ Relationship to Financial Advisor:Current Client
◼ Compensation:This reviewer received no compensation for this review.
◼ Conflicts of Interest:There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
May 28, 2024
Vishal is an incredible entrepreneur and founder with a heart of gold. We met via Instagram through a simple cold DM and instantly connected on so many topics. You never know when and where you can meet people so always be open minded. Vishal has created a ton of value for entrepreneurs and tech folks between Silicon Valley and Silicon Alley. I wish him and his brother plus team the very best. Hustle on.
◼ Relationship to Financial Advisor:Industry Professional
◼ Compensation:This reviewer received no compensation for this review.
◼ Conflicts of Interest:There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
May 26, 2024
Would work with this team again in a heartbeat! Highly recommend.
◼ Relationship to Financial Advisor:Prospect
◼ Compensation:This reviewer received no compensation for this review.
◼ Conflicts of Interest:There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
May 24, 2024
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◼ Relationship to Financial Advisor:Current Client
◼ Compensation:This reviewer received no compensation for this review.
◼ Conflicts of Interest:There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
May 23, 2024
Vishal and his brother are thorough, smart, meticulous and care about clients. Financial planning is a serious endeavor, and requires high-level professionals. On that note, Twin Peaks delivers without a doubt!
◼ Relationship to Financial Advisor:Industry Professional
◼ Compensation:This reviewer received no compensation for this review.
◼ Conflicts of Interest:There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
May 23, 2024
Twin Peaks is fantastic! They really help people understand and manage their finances and long term wealth better. The team is super nice, professional, and well-connected. They genuinely care about their clients and provide authentic, personalized advice. Highly recommend them!
◼ Relationship to Financial Advisor:Industry Professional
◼ Compensation:This reviewer received no compensation for this review.
◼ Conflicts of Interest:There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
May 23, 2024
Incredible to work with! Professional, transparent and a true expert.
◼ Relationship to Financial Advisor:Prospect
◼ Compensation:This reviewer received no compensation for this review.
◼ Conflicts of Interest:There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
May 23, 2024
Vishal and the Twin Peaks team are fantastic to work with. Their professionalism, relationship management, and sound financial advice make them a triple threat in the industry
◼ Relationship to Financial Advisor:Industry Professional
◼ Compensation:This reviewer received no compensation for this review.
◼ Conflicts of Interest:There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
May 23, 2024
Trusted friend and industry colleague
◼ Relationship to Financial Advisor:Industry Professional
◼ Compensation:This reviewer received no compensation for this review.
◼ Conflicts of Interest:There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
May 22, 2024
Big fan. Professional, sharp, and deeply client centered.
◼ Relationship to Financial Advisor:Current Client
◼ Compensation:This reviewer received no compensation for this review.
◼ Conflicts of Interest:There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
May 22, 2024
This team is pure class. They are thoughtful, supportive, and responsive. And of course, they do a great job building wealth for you and your family
◼ Relationship to Financial Advisor:Current Client
◼ Compensation:This reviewer received no compensation for this review.
◼ Conflicts of Interest:There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
May 22, 2024
Excellent use of technology with their very informative on demand portal.
They understand tech and complexities of tech compensation that is not so easy to risk manage against your inclination to double up risk in the same space as your work life.
Helped me avoid taking unnecessary risks in my personal investing.
Also helpful in other areas of importance such as wills trusts and life insurance. They are tax savvy in their advice and know when to direct you to outside professionals.
Chemistry is important in a trusted relationship to want to open up personal details.
Connected well with both husband and wife at our respective levels of interest and concerns.
Fees are in line with others and you do get better continuity of professional on your account in a boutique firm.
Most importantly they take you as a client early in your investing journey and that saves you from many unrecoverable rookie mistakes.
There client meetings and social events are at convenient locations both on east coast and west coast.
Five star is not easily given but well deserved in this case.
◼ Relationship to Financial Advisor:Prospect
◼ Compensation:This reviewer received no compensation for this review.
◼ Conflicts of Interest:There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
October 11, 2022
–
◼ Relationship to Financial Advisor:Prospect
◼ Compensation:This reviewer received no compensation for this review.
◼ Conflicts of Interest:There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
September 22, 2022
Great and comprehensive financial planning services
◼ Relationship to Financial Advisor:Prospect
◼ Compensation:This reviewer received no compensation for this review.
◼ Conflicts of Interest:There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
September 22, 2022
–
◼ Relationship to Financial Advisor:Prospect
◼ Compensation:This reviewer received no compensation for this review.
◼ Conflicts of Interest:There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
September 22, 2022
Great advisors who are very hands on and helpful. Really enjoy working with them.
◼ Relationship to Financial Advisor:Current Client
◼ Compensation:This reviewer received no compensation for this review.
◼ Conflicts of Interest:There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
September 22, 2022
TPWA has helped me sift through the noise and come up with a plan to meet my financial goal. They are easy to contact, easy to work with, and easy to understand – everything about their process is simple, educational, and helpful! Highly recommend.
◼ Relationship to Financial Advisor:Prospect
◼ Compensation:This reviewer received no compensation for this review.
◼ Conflicts of Interest:There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
September 22, 2022
They are amazing financial advisors! An elderly couple who are family friends of my parents needed their estate plans done and Twin Peaks was immediately there to help with every step of the process. My family friends were so grateful to have their long-overdue estate docs finished in a timely and satisfying manner. Seeing them happy made me very happy 🙂
Twin Peaks even sent a personalized notary to the couple’s home to make the estate planning process as smooth and convenient as possible. They also gave the couple a free drinking cup and hand bag! No other wealth management firm I know in the Bay Area cares that much about their clients like they do. Meticulous attention to detail and efficient time management. 10/10 stars
◼ Relationship to Financial Advisor:Former intern
◼ Compensation:This reviewer received no compensation for this review.
◼ Conflicts of Interest:There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
September 21, 2022
–
◼ Relationship to Financial Advisor:Former Client
◼ Compensation:This reviewer received no compensation for this review.
◼ Conflicts of Interest:There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
September 21, 2022
–
◼ Relationship to Financial Advisor:Employee and prospect
◼ Compensation:This reviewer received no compensation for this review.
◼ Conflicts of Interest:There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
September 21, 2022
Excellent service.
◼ Relationship to Financial Advisor:Former intern
◼ Compensation:This reviewer received no compensation for this review.
◼ Conflicts of Interest:There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
September 21, 2022
–
◼ Relationship to Financial Advisor:Prospect
◼ Compensation:This reviewer received no compensation for this review.
◼ Conflicts of Interest:There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
September 21, 2022
We have been working with TPWA for over a decade now – they are very knowledgeable and are a pleasure to work with. Highly recommend
◼ Relationship to Financial Advisor:Current Client
◼ Compensation:This reviewer received no compensation for this review.
◼ Conflicts of Interest:There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
September 21, 2022
Great Advisors
◼ Relationship to Financial Advisor:Former Client
◼ Compensation:This reviewer received no compensation for this review.
◼ Conflicts of Interest:There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
September 21, 2022
This business is truly 10X and the best team I have ever dealt with.
They are dedicated to SUCCESS!!!
◼ Relationship to Financial Advisor:Prospect
◼ Compensation:This reviewer received no compensation for this review.
◼ Conflicts of Interest:There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
September 21, 2022
World class financial professionals with a passion for helping people work towards optimal outcomes and reach financial goals.
◼ Relationship to Financial Advisor:Current Client
◼ Compensation:This reviewer received no compensation for this review.
◼ Conflicts of Interest:There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
September 21, 2022
TPWA are always so responsive! Love working with Vishal!!
◼ Relationship to Financial Advisor:Current Client
◼ Compensation:This reviewer received no compensation for this review.
◼ Conflicts of Interest:There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
September 21, 2022
Amazing team! 100% recommend
◼ Relationship to Financial Advisor:Employee and prospect
◼ Compensation:This reviewer received no compensation for this review.
◼ Conflicts of Interest:There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
September 21, 2022
Fantastic advisers. Highly recommend.
◼ Relationship to Financial Advisor:Current Client
◼ Compensation:This reviewer received no compensation for this review.
◼ Conflicts of Interest:There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
September 21, 2022
Great Advisors!
◼ Relationship to Financial Advisor:Former Client
◼ Compensation:This reviewer received no compensation for this review.
◼ Conflicts of Interest:There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
September 21, 2022
Love working with this group! They are always available, are clear and confident, and really help adapt their advice around what I want rather than just repeating the same generic facts to everyone. Financial planning has never been my strong suit but with my advisor at Twin Peaks, I feel really safe to ask questions and share my opinions to get the most out of my money the way that I want.
◼ Relationship to Financial Advisor:Current Client
◼ Compensation:This reviewer received no compensation for this review.
◼ Conflicts of Interest:There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
September 21, 2022
–
◼ Relationship to Financial Advisor:Prospect
◼ Compensation:This reviewer received no compensation for this review.
◼ Conflicts of Interest:There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
September 21, 2022
Twin peaks is my wealth advisor for more than 10 years. They have done financial-life planning and investment management to cover the whole picture, from design through implementation.
They have created a custom comprehensive plan which works for my situation. They have addressed all services that I need as I am approaching retirement such as estate planning, tax minimization, and legal guidance, in addition to investment management. They will walk with me through good times and bad, keeping my future financially secure, well-managed, and well-planned. I feel safe and secure because of their excellent track record of great service
◼ Relationship to Financial Advisor:Current Client
◼ Compensation:This reviewer received no compensation for this review.
◼ Conflicts of Interest:There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
September 21, 2022
◼ Relationship to Financial Advisor:Prospect
◼ Compensation:This reviewer received no compensation for this review.
◼ Conflicts of Interest:There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
September 21, 2022
There is an overflow of information and resources available online about wealth management, much of it is flat out wrong or not applicable to my circumstances. The team at Twin Peaks helped sift through the noise and educate me using high quality materials and sound guidance.
◼ Relationship to Financial Advisor:Current Client
◼ Compensation:This reviewer received no compensation for this review.
◼ Conflicts of Interest:There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
September 21, 2022
Solid advisors always keeping the client’s best interest in mind!
◼ Relationship to Financial Advisor:Current Client
◼ Compensation:This reviewer received no compensation for this review.
◼ Conflicts of Interest:There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
September 21, 2022
TPWA has been my advisors for years. Love the detailed attention that you offer your clients.
◼ Relationship to Financial Advisor:Current Client
◼ Compensation:This reviewer received no compensation for this review.
◼ Conflicts of Interest:There are no material conflicts of interest.
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Brian D. Nguyen, CFP®
Twin Peaks Wealth Advisors
We help individuals and families achieve and maintain financial freedom.
San Jose, CA
Nationwide
Tushar Kumar
Twin Peaks Wealth Advisors
We help individuals and families achieve and maintain financial freedom.
Manhattan Beach, CA
Nationwide
Vishal Kumar
Twin Peaks Wealth Advisors
We help successful professionals put a process and team behind their wealth
San Francisco, CA
Nationwide
