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Carlton Pace Wealth Management

Associates

Kapil Bhatnagar

Kapil Bhatnagar

Managing Principal & Lead Financial Advisor

Phone: 408-876-6272

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Neena Bhatnagar

Neena Bhatnagar

Chief Financial Officer

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Alice Jacob

Alice Jacob

Operations Manager

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Arathi Thyagarajan

Arathi Thyagarajan

Assoc. Financial Advisor

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Jyoti Rane

Jyoti Rane

Tax Associate

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Archana More

Archana More

Senior Tax Preparer

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Van T Pham Mai

Van T Pham Mai

Tax Accountant

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Tanvi Bhatnagar

Tanvi Bhatnagar

Assurance Senior

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