Shalmali Kulkarni, CFP®, CSLP®
Lead Wealth Advisor
Shalmali joined the team as a financial planning intern in May 2017 and has since moved her way up to a Financial Planner. She completed her Masters in Financial & Tax Planning from San Diego State University in 2018 and became a CERTIFIED FINANCIAL PLANNER® professional in 2019. Her primary responsibilities include creating detailed financial plans for clients and answering any ad hoc planning questions related to their finances. She also works largely with next-gen clients to help them get organized in their finances and start on their journey to investing. She completed her Certified Student Loan Planner certification in 2022 and since then has been helping clients develop a plan to successfully pay off their student loans or have them forgiven while simultaneously working toward achieving their other financial goals. She is part of the Investment Committee at Pathview. Shalmali enjoys tax planning and assists the tax team whenever required.
Her industry associations include:
On The Personal Side
When not working, Shalmali spends her time with her family which includes her husband, their daughter, and their dog, Lemon. They enjoy going to the beach, lounging on a blanket at the park, and visiting all the different farmer’s markets around town. Shalmali is an avid reader and has begun pursuing baking as a new hobby.
Something You Might Not Know About Shalmali
Shalmali was born in India but was raised in Lagos, Nigeria. It was there that she learned to appreciate the different cultures of the world and its people. During a gap year, she volunteered to teach English to children living in the Himalayan ranges in India. To her, this experience was the most memorable one amongst her travels since she not only visited a new exciting land but also lived there and engaged with its people. One of her goals in life is to volunteer in as many countries as possible so she can really immerse herself into different cultures.
- (619) 295-0200, ext. 214
- shalmali@pathview.com
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