Let's move forward. Together.

Narayan Pallavur, CFP, CIMA, CPFA, CEPA

Vice President–Wealth Management

Financial Advisor

Narayan works with high-net-worth individuals, families of multi-generational wealth, and business owners, to provide comprehensive wealth management services. He collaborates with the clients’ trusted network of advisors and develops customized strategies, which focus on estate and trust planning, tax planning, and exit planning for business owners. 
 
Passionate about building enduring client relationships through outstanding and personalized service, Narayan advises clients on wealth accumulation, preservation and transfer through the creation of individually customized wealth management strategies utilizing a well-defined and proven process. He believes it is vital to take time to understand clients’ goals and concerns, and develop a meaningful relationship with transparency, for client confidence.
 
Narayan began his career in the financial services industry in 1996, after earning his MBA from Bowling Green State University. He is a Certified Financial Planner® (CFP®) professional and holds the Certified Exit Planning Advisor® (CEPA®), Certified Investment Management Analyst® (CIMA®) and Certified Plan Fiduciary Advisor® (CPFA®) designations.

Registered States:
  • AZ
  • AZ
  • AZ
  • CA
  • CA
  • CA
  • CO
  • CO
  • CO
  • CT
  • CT
  • CT
  • DE
  • DE
  • DE
  • FL
  • FL
  • FL
  • GA
  • GA
  • GA
  • HI
  • HI
  • HI
  • ID
  • ID
  • ID
  • IL
  • IL
  • IL
  • MA
  • MA
  • MA
  • NC
  • NC
  • NC
  • NJ
  • NJ
  • NJ
  • NV
  • NV
  • NV
  • NY
  • NY
  • NY
  • OR
  • OR
  • OR
  • PA
  • PA
  • PA
  • SC
  • SC
  • SC
  • TN
  • TN
  • TN
  • TX
  • TX
  • TX
  • VA
  • VA
  • VA
  • WA
  • WA
  • WA
3011 Townsgate Road
Suite 300, 3rd Floor
Westlake Village / T, CA 91361
  • (805) 367-3646

Email Me

Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.

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