Carlton Pace Wealth Management Inc
Tanvi Bhatnagar has a diverse background in finance and accounting, with experience in roles such as Wealth Advisory Associate, Assurance Senior, and Accountant. Tanvi has worked at companies like BPM LLP and Carlton Pace Wealth Management Inc. Tanvi also has internship experience at Project Concern International and University of San Diego, where Tanvi honed their skills in payroll reconciliations, bookkeeping, and fundraising. In addition, Tanvi has volunteered at organizations such as Art of Living and United States Youth Volleyball League, showcasing their dedication to community involvement. Tanvi holds a Bachelor's Degree in Accountancy from the University of San Diego.
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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.