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Abhi Vinayek
Business Name:
Capital Sage Wealth Management
Business Description:
CSWM is a tax advisory firm. We specialize in tax advantaged strategies for business owner and individual clients. Firm also assists clients in tax filings, business strategies/ cash flow maximizing strategies and IRS and FTB representation.
How Business Creates Value:
We have education first approach in each engagement. Empowered business owner is an ideal client. The goal is to raise their business and individual after tax cash flow.
How Member Creates Value:
I run some businesses apart from my practice and understand the challenges faced by a business owner.. With more than two decades of experience I strive to assist client in achieving financial success
Contact Information
Phone
805-807-8162
Website
LinkedIn
Skills
- Tax Planning
- Retirement Planning
- Estate Planning
Credentials
- CPA
- Financial Advisor - Series 66
- Investment Advisor - Series 7
- MBA
Interests
- Travel
- Cooking
- Reading
- Astronomy
Languages
- English
- Hindi
- Punjabi
- Bengali
- Gujrati