Our Team

Anithah Pillai | 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.

Anithah Pillai is a CERTIFIED FINANCIAL PLANNER™. She provides Comprehensive Wealth Management solutions by developing customized financial plans, Investment strategies, risk management and tax efficient strategies. 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”

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.

 

           Heather Smallwood | Administrative assistant

 

 

Heather is a dedicated administrative assistant tasked with the management of client accounts. She is trained on multiple financial platforms including LPL. She helps with establishing new accounts, money movement, account transfers and client logins.

She is a valuable second line of support to help clients pursue their financial goals. Heather recently relocated from Missouri to Florida. She loves traveling and she studied aboard in France and Greece. She has a true passion for helping others improve their quality of life and help them work towards their financial future.