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 registrations 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.

 

           Tina Sullivan | Administrative assistant

 

 

 

Tina has been working with LPL in the financial services industry for five years. During this time, she has assisted financial professionals with opening new accounts, interacting with clients, and completing any customer service tasks needed. She has spent her career working in Customer Service, Sales and Administrative positions and always maintains a professional and friendly rapport with her colleagues and clients.

Prior to working in the financial services industry, she has worked as an Executive Assistant at a real estate firm, became a Health Coach with the Institute of Integrative Nutrition, and even wrote a book titled “Nourish Your Noggin!” that is available on Amazon.  In her free time, Tina enjoys exercising, cooking, and spending time with her family and friends.