Arvind Ven

How did your path lead to wealth management?

I have always enjoyed finance and knew I wanted to make a positive impact in people’s lives in any career that I chose. With my MBA in finance, years of experience as a corporate officer in large companies and a 401k fiduciary, it was a natural progression to become an independent financial advisor.

How are you different from other firms?

As independent advisors, we have no sales quotas, nor are we beholden to any product, tactic or firm. We have a client first philosophy, aided by independent research and analysis and by the teams supporting us. The power of affiliation with LPL Financial, one of the largest independent broker-dealers in the nation, combined with the value of our independent advice helps us serve our clients better.

What are some interesting facts we should know about you?

I enjoy hiking and have hiked in the Himalayas twice as well as many of our nation’s great national parks. During one summer several years ago, I stayed with a host family in Japan and enrolled in an intensive Japanese language immersion program. Travel and learning about countries and cultures is one of my passions and I have traveled to over 35 countries on four continents.

Anything else you would like to add?

I live in the Bay Area with my wife and two children. While I love the Bay Area, as a long time resident, I have been increasingly concerned about the income disparity and high cost of living. I have served on several local committees focused on making a positive impact in the communities that we are part of.

Education & Experience

Arvind has twenty years of finance experience. Prior to transtioning to wealth management, he spent many years as a senior corporate executive in a variety of roles including general management, corporate finance, M&A, strategy and operations. He has advised venture capital firms and served on the advisory boards of several venture capital funded Silicon Valley startups.

Degrees & Certifications

MBA (Sloan Fellow), MIT Sloan School of Management

Accredited Investment Fiduciary. AIF(R)

Former visiting Professor, National University of Singapore (NUS)

M.S. Computer Engineering, Syracuse University, NY

Through LPL, Arvind maintains Series 7, Series 63, Series 65 and California Life Agent licenses. (CA Insurance License # OK31156).

Degrees & Certifications

MBA (Sloan Fellow), MIT Sloan School of Management

Accredited Investment Fiduciary. AIF(R)

Former visiting Professor, National University of Singapore (NUS)

M.S. Computer Engineering, Syracuse University, NY

Through LPL, Arvind maintains Series 7, Series 63, Series 65 and California Life Agent licenses. (CA Insurance License # OK31156).

Our Team

Deanna Parra

Client Service Manager

With over two decades of experience in the financial services industry, Deanna is dedicated to delivering exceptional service and building lasting relationships with our clients. A native of New York, she relocated to California to pursue a Bachelor of Arts in Social Science at Chapman University and later went on to earn her MBA. Deanna has 10 years of experience working with LPL Financial and previously held key roles at various investment firms such as Franklin Templeton Investments and Ameriprise Financial.

Outside of work, Deanna enjoys staying active through hiking, marathon racing, triathlon racing, and paddle-boarding. She also loves traveling and spending quality time with her family and two dogs.

Chayanne Moor

Client Service Associate

Chayanne earned her Bachelor of Arts degree from American Military University and began her career in healthcare recruitment, where she developed strong communication skills and a deep appreciation for supporting individuals through important transitions. She later brought these strengths into the financial services industry, where her commitment to precision, service, and client care has continued to flourish.

In her role as a client service associate, Chayanne is known for her professionalism, warmth, and attention to detail. With a focus on clear communication and reliable follow-through, she helps create an organized and seamless experience for clients.

Outside of work, Chayanne enjoys spending quality time with her husband and children. She loves traveling, discovering new places, and exploring hobbies that inspire creativity and joy.