Ash Chopra, CPWA®
San Francisco, California, United States
1K followers
500+ connections
About
With over 20 years of experience in the financial industry, I founded Syon Capital to…
Activity
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Our 2024 Mid-Year Outlook focuses on how the years-long shift towards asset-light companies like Uber and Airbnb has transformed market valuations…
Our 2024 Mid-Year Outlook focuses on how the years-long shift towards asset-light companies like Uber and Airbnb has transformed market valuations…
Liked by Ash Chopra, CPWA®
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“If anything at all was possible, what would I do?” 👆 It’s a question that everyone should ask themselves when thinking about long-term goals…
“If anything at all was possible, what would I do?” 👆 It’s a question that everyone should ask themselves when thinking about long-term goals…
Liked by Ash Chopra, CPWA®
Experience
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Education
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Licenses & Certifications
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Certified Private Wealth Advisor
Investments & Wealth Institute
Issued -
Personal Investment Advisor
Merrill Lynch Internal
Issued
Honors & Awards
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Forbes "America's Top Wealth Advisors"
Forbes
Named to Forbes "America's Top Wealth Advisors" list in 2021.*
*Source: Forbes Magazine. Data provided by SHOOKTM Research, LLC. -
Financial Times "FT400"
Financial Times
*Source: The Financial Times "Top 400 Financial Advisers" (FT 400) list is an independent listing produced by the Financial Times
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Barron's "America's Top 1200 Financial Advisors State-by-State"
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Named to Barron's Top 1,200 Financial Advisors (for nine of the last ten years)*
*Source: Barron's "Top 1,200 Financial Advisors" list. -
Forbes "Best-in-State Wealth Advisors"
Forbes
Named to the Forbes "Best-in-State Wealth Advisors" list in 2018, 2019, 2020, and 2021.
*Source: The Forbes "Best-in-State Wealth Advisors" list. -
REP. "The Top 100 Wirehouse Advisors in America"
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Named to Wealth Management Magazine's (formerly REP.) Top 100 Wirehouse Advisors in America.
Source: WealthManagement Magazine's "Top 100 Wirehouse Advisors in 2016" list, May 1, 2016.
Languages
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English
Native or bilingual proficiency
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Punjabi
Full professional proficiency
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Hindi
Native or bilingual proficiency
Organizations
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India Community Center, Board Member
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Sigma Chi Foundation, Former Regional Chairman
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The Indus Entrepreneurs, Charter Member
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More activity by Ash
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The celebrations continue at Lighthouse Canton on winning the 𝐁𝐞𝐬𝐭 𝐅𝐚𝐦𝐢𝐥𝐲 𝐎𝐟𝐟𝐢𝐜𝐞 – 𝐔𝐧𝐢𝐭𝐞𝐝 𝐀𝐫𝐚𝐛 𝐄𝐦𝐢𝐫𝐚𝐭𝐞𝐬 at the…
The celebrations continue at Lighthouse Canton on winning the 𝐁𝐞𝐬𝐭 𝐅𝐚𝐦𝐢𝐥𝐲 𝐎𝐟𝐟𝐢𝐜𝐞 – 𝐔𝐧𝐢𝐭𝐞𝐝 𝐀𝐫𝐚𝐛 𝐄𝐦𝐢𝐫𝐚𝐭𝐞𝐬 at the…
Liked by Ash Chopra, CPWA®
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📣 Big time update! Vibhav Sreekanti and I are thrilled to announce Prophet Security to supercharge security operations. Tired of the pain of…
📣 Big time update! Vibhav Sreekanti and I are thrilled to announce Prophet Security to supercharge security operations. Tired of the pain of…
Liked by Ash Chopra, CPWA®
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Truly honored and humbled by this recognition from Forbes; thank you to my clients, and congratulations to my colleagues. Forbes, Greenberg Traurig…
Truly honored and humbled by this recognition from Forbes; thank you to my clients, and congratulations to my colleagues. Forbes, Greenberg Traurig…
Liked by Ash Chopra, CPWA®
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If you tuned in to the first part of my interview with retired NBA stars Andre Iguodala and Evan Turner, you’ll remember we talked about the leaders…
If you tuned in to the first part of my interview with retired NBA stars Andre Iguodala and Evan Turner, you’ll remember we talked about the leaders…
Liked by Ash Chopra, CPWA®
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Honored to host our next Schwab Business Consulting/ Family Office webcast series on “Winning Ultra High Net Worth Clients: Through Their Eyes.” Hear…
Honored to host our next Schwab Business Consulting/ Family Office webcast series on “Winning Ultra High Net Worth Clients: Through Their Eyes.” Hear…
Liked by Ash Chopra, CPWA®
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🎊 EXCITING NEWS: first print sample of my upcoming book unveiled by the most important person in my life on the most important day of our lives…
🎊 EXCITING NEWS: first print sample of my upcoming book unveiled by the most important person in my life on the most important day of our lives…
Liked by Ash Chopra, CPWA®
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Creating value for our client families goes beyond managing portfolios. Here is the article I penned for Impact Wealth (impactwealth.org) magazine…
Creating value for our client families goes beyond managing portfolios. Here is the article I penned for Impact Wealth (impactwealth.org) magazine…
Shared by Ash Chopra, CPWA®
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Failure is not the opposite of success. It’s a vital step on the journey. 🧗🏻
Failure is not the opposite of success. It’s a vital step on the journey. 🧗🏻
Liked by Ash Chopra, CPWA®
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Excited to share our official launch announcement! Ash Chopra, CPWA® https://lnkd.in/g6P6_8xB
Excited to share our official launch announcement! Ash Chopra, CPWA® https://lnkd.in/g6P6_8xB
Liked by Ash Chopra, CPWA®
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