Narayan Pallavur, CFP, CIMA, CPFA, CEPA - UBS Financial Services Inc.

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3011 Townsgate Rd Ste 300
Westlake Village, CA 91361
+1 (805) 367-3646
https://advisors.ubs.com

Narayan Pallavur, a Vice President and Financial Advisor at UBS Financial Services Inc. in Westlake Village, CA, specializes in providing comprehensive wealth management services to high-net-worth individuals, families of multigenerational wealth, and business owners. With a focus on estate and trust planning, tax planning, and exit planning, he collaborates with clients and their trusted advisors to develop customized strategies that prioritize wealth accumulation, preservation, and transfer.

With over 25 years of experience in the financial services industry, Narayan is a Certified Financial Planner (CFP), Certified Exit Planning Advisor (CEPA), and Certified Investment Management Analyst (CIMA). He emphasizes the importance of understanding clients' goals and concerns, fostering meaningful relationships built on transparency and trust to help clients confidently pursue their financial aspirations.

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United States›California›Westlake Village›Narayan Pallavur, CFP, CIMA, CPFA, CEPA - UBS Financial Services Inc.

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