Zainab Baig

Client Service Specialist
Zainab Baig headshot

Contact Zainab

Zainab Baig

Client Service Specialist

Zainab is a Client Service Coordinator who joined the firm in November 2023, bringing over three years of experience as an Administrative Assistant with a strong background in client servicing. In her role, she supports scheduling client meetings, manages client service requests, coordinates with pension third-party administrators, processes new business, and provides essential administrative support to help ensure smooth day-to-day operations.

Outside of work, Zainab loves traveling, spending time with friends and family, and tracking down the best new coffee and matcha spots in town. She’s a big Dodgers fan, an avid reader, and loves to unwind at home by binge-watching 
TV shows or catching a movie — especially if it’s horror.

Contact Zainab

Meet our team
  • Siddharth Shah

    CPA, MS, APMA®, CRPC
    CEO, President, Lead Financial Advisor
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  • Nihar Shah

    CFP®, APMA®
    Financial Advisor
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  • Arpy Raval

    CFP®, APMA®
    Financial Advisor
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  • Maria Ojeda Partida

    CRPS
    Associate Financial Advisor
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  • Jesse Aguilar

    Investment Operations Associate
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  • Priti Shah

    Operations Manager
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  • Jessica Miller

    Office Manager
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  • Zainab Baig

    Client Service Specialist
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