About Us

"Someone's sitting in the shade today because someone planted a tree a long time ago."

-- Warren Buffet

Our Story. Our People.

After years of disliking the way big banks treated their clients, Rahul and Tejal Shah took their experience as wealth managers and broke away from their roles at traditional banks to start their own wealth management company -- doing it their way -- gaining the respect of their clients while helping them carry out their financial and life goals.  

 

Today, the Peninsula Wealth team continues its own tradition of treating their clients with respect and giving each and every client the resources, advice, guidance, and expertise to help them achieve their dreams.  

Meet the Team

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Rahul Shah CFP®

Founder

Kristina Ventura

Director of Operations

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Brett Davalos

Financial Advisor

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Bob Keane CFP®

Financial Advisor

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Angelica Prudente

Client Associate

 

Office Address: 350 Townsend Street, Suite 411, San Francisco CA 94107 | P: 415-678-5360 | Email: team@peninsulawealth.com

 

This website is a publication of Peninsula Wealth, LLC. Information on this website does not involve the rendering of personalized investment advice, but is limited to the dissemination of general information on products and services. A professional adviser should be consulted before implementing any of the options presented. Hyperlinks on this website are provided as a convenience and we disclaim any responsibility for information, services or products found on websites linked hereto. Peninsula Wealth, LLC is registered as an investment advisor with the Securities Exchange Commission. Peninsula Wealth, LLC only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements.

2020 Peninsula Wealth LLC ©