Pi Square Capital, LLC

Investment Advisors

Areas of Focus

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Shan Kumar and Pi Square Capital, LLC: A trusted name in the industry for 17 years. Pi Square Capital, LLC founded in 2010 is an independent, registered firm, and fee only Investment Advisers with millions under management, serving a diverse group of Investors. Custody of client's assets provided by institutional firms, which includes keeping all records of trading, fees, and tax statements.

Shan focuses on the financial needs of corporate executives. Whether you're looking for investment strategies, retirement income, funding for your child's education, estate or tax planning strategies, I will work with you on your terms. I offer a broad range of financial services including international mutual funds and certificates, as well as brokerage services through institutional firms as a custodian of client assets.

Shan Kumar

Business Experience

  • Pi Square Capital, LLC (2010- Present)
  • 25+ years in financial business including Managing Money through Merrill Lynch and Morgan Stanley and Corporate Banking experience through major banks.

Certifications and Licenses

  • Series 7 General Securities Representative (2001)
  • Series 63 Uniform Securities Agent (2007)
  • Series 65 Uniform Investment Advisor (2007)
  • Insurance Producer License (Washington) (2003)
  • Dale Carnegie Effective Speaking and Human Relations

Education

  • Masters in Finance and Marketing
  • Bachelors in Commerce


Summary of Services

Personal Financial Planning for retirement, investment, wealth preservation, charitable giving, and tax management strategies.

I work one to one with my clients to understand what is important and unique to them and their families. This information provides the foundation for a strategic plan to help them achieve their short and long term goals. As your Principal Portfolio Manager, I will work with you to take action on your personal financial strategy. I will monitor your plan to help you stay on track as your situation evolves and market conditions change. Over time, my goal is to provide you with effective, personalized financial solutions.

Contact Us

Get in touch

Pi Square Capital, LLC (Investment Advisors)

10333 Main St, #257, Bellevue, Washington 98004, United States

Contact

Direct: (425) 208-2899

Mobile: (425) 221-2315

Email: shan@pisquarecapital.com

            shan.kumar123@gmail.com

             www.linkedin.com/in/shankumar