President / Wealth Manager

Anithah Pillai, CFP® is the Founder and President of AP Investment management.  She enjoys helping her clients and strives to make a  positive impact in their financial lives. She strongly believes that knowledge is power and strives to educate her clients with all aspects of financial planning. She says “I believe in Transparency and Simplicity in the solutions that I provide”

Anithah Pillai is a CERTIFIED FINANCIAL PLANNER™. She has been in the financial services industry since 2014. In addition, she holds FINRA licenses Series 7, 63 and 65 through LPL Financial and she also has a Master's in Science degree from San Francisco State university.

Anithah lives in the beautiful Bay Area. She enjoys hiking, reading, cooking, and spending valuable time with friends and family.

 

ADMISTRATIVE ASSISTANT

 

Jennifer is part of LPL Business Solutions, a service that provides industry trained LPL professionals who can simplify operations.  Jennifer will be partnering with our firm as an administrative assistant . She has more than four years of operational experience. She helps with establishing new accounts, money movement, account transfers and client logins. Jennifer enjoys biking, going to the beach, and spending time with family and friends. Her hobbies include being outdoors, biking and yoga. Jennifer has a pitbull dog whose name is Gordo.