Advisors at this firm
Faraz S
Series 65
San Ramon, CA
Accretive Wealth Management, LLC
Faraz Sattar is a financial advisor with Accretive Wealth Management, LLC in San Ramon, CA. He holds a Series 65 designation and has 13 years of industry experience, having been with Accretive Wealth Management since 2012. Accretive Wealth Management provides investment management, financial planning, and pension consulting to individuals, including high-net-worth clients, as well as small business and institutional clients. The firm uses multiple methods of analysis and manages exposure across public and private markets, with a particular focus on private placements, private equity, private real estate, private debt, hedge funds, REITs, and qualified opportunity zone investments.
Rizwan I
CFP®, CFA®
San Ramon, CA
Accretive Wealth Management, LLC
Rizwan Ibrahim is a CFP® and CFA® affiliated with Accretive Wealth Management, LLC, with five years of industry experience. He has been with Accretive Wealth Management since 2020 and also has a longstanding role at GF Ventures, LLC since 2003. Accretive Wealth Management provides investment management, financial planning, and pension consulting services to individuals, including high-net-worth clients, as well as small business and institutional clients. The firm uses multiple analytical methods and manages exposure across public and private markets, with a focus on private placements, private equity, private real estate, private debt, hedge funds, REITs, and qualified opportunity zone investments.
Sanchi R
CFP®, Series 65
San Ramon, CA
Accretive Wealth Management, LLC
Sanchi Ranyal is a CFP® and holds a Series 65 license, with two years of industry experience. They have worked at Accretive Wealth Management, LLC since 2023 and previously at Fruitful Advisory, LLC. Accretive Wealth Management provides investment management, financial planning, and pension consulting services to individuals, small businesses, and institutional clients. The firm uses multiple methods of analysis and manages exposure across public and private markets, offering both discretionary and non-discretionary services.