Carlton Pace Wealth Management Inc
Kapil Bhatnagar is an Independent Financial Adviser and Managing Principal at Carltonpace Wealth Management Inc, where since January 2000, responsibilities have included serving high net worth private clients by delivering customized financial advisory and investment management solutions. Prior to this role, Kapil co-founded PipeIn, Inc., a technology services company focused on the Property & Casualty Insurance sector, and served as a Sr. Financial Services Executive at MetLife Silicon Valley Financial Associates, advising high net worth families and technology entrepreneurs. Kapil holds multiple certifications in risk management and insurance, along with an MBA in Finance and Marketing from The University of Akron and a Bachelor's degree in Chemical Engineering from the University of Mumbai.
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Carlton Pace Wealth Management Inc
Carlton Pace Wealth Management is an independently owned and operated corporation focused on serving the financial management needs of entrepreneurs, high net-worth professionals and privately held corporations in the technology industry. We offer a suite of integrated services in finance, tax, investments and business services. Our objective is to simplify and enhance the lives of our clients by helping to manage their financial assets, risks and lifestyle needs now and into the future. With over 20+ years of experience our team promotes forward thinking, creativity, and collaborative communication. Our unequaled service gives our clients confidence that their financial affairs are handled with the highest level of competency.