Kapil Bhatnagar

Managing Principal & Lead Financial Advisor

Kapil Bhatnagar excels in delivering comprehensive financial solutions that seamlessly integrate across diverse functional domains, including Insurance, Investment Management, and Tax Strategies. As a distinguished Principal at Carlton Pace Wealth Management, he assumes a pivotal role overseeing the Wealth Strategies division in the vibrant San Francisco Bay area. Since 1992, Kapil has been dedicated to providing tailored financial guidance to a discerning clientele comprising professionals, entrepreneurs, and privately held corporations, particularly within the dynamic technology industry.

His professional focus extends to encompass all facets of Advanced Financial Planning and Investment Management. Kapil's paramount commitment is to furnish clients with lucid and unambiguous advice. He firmly believes in the principle that a skilled advisor simplifies complex financial matters, rendering them accessible for clients to comprehend and act upon. With over eighteen years of substantial professional and personal experience and a well-rounded, cross-functional training background, Kapil brings profound expertise to his client engagements.

Furthermore, Kapil has assumed the role of moderator for numerous courses at the American College, offering expertise in areas such as Estate Planning, Personal Insurance, Business Planning, and Employee Benefits. He has also served as a board member for the Silicon Valley Association of Insurance & Financial Advisors. Currently, Kapil is diligently working towards obtaining the esteemed Certified Financial Planner (CFP) designation, and he is an active member of the Financial Planning Association (FPA).

Phone 408-876-6272