Vishal Saluja

Senior Vice President, Wealth Advisor
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Areas of Expertise

Goal Alignment
Asset Allocation
Retirement Planning

Qualifications & Experience

  • MBA, Stanford University
  • BS in Econ, BAS, University of Pennsylvania
San Francisco, CA

Media

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Words to Live By

Great works are performed not by strength, but by perseverance
Samuel Johnson

Client Experience Professionals

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Team Members

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About

With over 25 years of experience in financial services, including having run a large hedge fund for over 15 years for both JW Seligman and Ameriprise Financial, Vishal is well-versed in all public equities – especially institutional money management.

Vishal is passionate about advising high-net-worth clients and is intensely focusing on capital preservation, thoughtful diversification, and earning superior risk-adjusted returns to deliver top-notch results.

As a San Francisco resident, Vishal enjoys all things outdoors, including hiking, tennis, and gardening. He also takes regular getaways to Sonoma, where he indulges his passion for reading and socializing with close friends.