SVP, Sr. Private Bank Relationship Manager
For the last 20 years, Ketan has been dedicated to understanding his clients’ financial goals to create custom strategies and deliver expert advice. He takes a holistic approach at reviewing each of his client’s financial needs, listening to their objectives to deliver smart, proactive solutions related to cash flow, insurance planning, advanced estate planning, and philanthropy. He’s passionate about building deep, meaningful relationships with his clients by digging into their stories and truly getting to know both their financial and personal lives.
Born in Zambia, Ketan has a unique perspective on differing cultures and inequalities. He now calls San Francisco home with his wife of 20 years and two kids. He spends most of his spare time with his family enjoying his kids sporting events, being outdoors, and volunteering with local organizations like the India Literacy Project and his kids’ schools. Ketan is also a skilled Squash player, having played at the national level, and still loves playing to this day.
Check the background of this investment professional on FINRA’s BrokerCheck.
CA Insurance License #0E01235