Kapil Bhatnagar

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.