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Akshay Pithwa, Financial Advisor

Focus Areas

  • Wealth strategies
  • Business owner considerations
  • Estate and legacy strategies
  • Retirement savings strategies
  • Intergenerational planning

About Akshay

Every day I meet people. They have questions - lots of them - and I encourage them. I’m passionate about educating them on how we craft tailored financial strategies that focus on results and cut through misinformation (and non-information). Because ultimately I’m here to build and protect their wealth, so we can achieve what’s most important to them.

We make progress towards their goals by working in partnership to define their future and analyze their present. Only then can we build a long-term, personalized plan to bridge the gap between today and tomorrow. And because life happens, we continually revisit...

Work History

  • Edward JonesMay 2018 to Current

Team Members

  • Joyce Wong
    Client Experience Specialist

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 06:00PM
Tue 08:30AM - 06:00PM
Wed 10:00AM - 08:00PM
Thu 10:00AM - 08:00PM
Fri 08:30AM - 06:00PM
Sat By Appointment Only
Sun Closed

More to explore

My priorities

What are your priorities?

Need help determining what your financial priorities are? The "My Priorities" quiz can help.

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Setting your path

We use an established process to help you reach your goals.

Learn More