Tej Anand

Wealth Advisor & Financial Planner | Delivering Meaningful Outcomes to Clients Using a Combination of Private Markets, Tax Saving Investments, and Financial Planning Services

Role
Wealth Advisor & Financial Planner at Accretive Wealth Management
Location
San Jose, CA, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Tej Anand

Wealth Manager focused on recession resilient and tax efficient alternative investments…

Experience

  1. Wealth Advisor & Financial Planner

    Accretive Wealth Management

    Aug 2021 — Present · CA, US

Education

  • Universal Business School

    Bachelor’s Degree, Business Administration and Management, General

    2012 — 2015

  • Little Rock Central High School

    High School

    2008 — 2009

  • Germantown High School

    High School

    2009 — 2012

  • Cardiff University / Prifysgol Caerdydd

    Bachelor’s Degree, Business Management Studies with Finance

    2012 — 2015

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