Symons R Kenneth Certified Financial Planner

Nipun Capital LLC is a financial firm based in Foster City, CA, specializing in investment management and advisory services. With a strong track record and a client-centric approach, they offer comprehensive solutions tailored to meet the unique needs of their clients. As a leader in the industry, Nipun Capital is committed to delivering exceptional results and maintaining the highest level of professionalism. Their team of experts combines extensive market knowledge with innovative strategies to help clients achieve their financial goals.Generated from the website

Established in 1989, KASPICK & COMPANY specializes in the management and administration of planned gifts. The company serves educational, medical and religious organizations in the United States. It manages more than $3 billion of assets. KASPICK & COMPANY also offers policy and practice consultation services. The company performs administrative functions, including document review, asset transfer coordination, payment processing, tax preparation and gift annuity regulatory filing. It offers a range of accounting packages for recording gifts in financial statements. The company is a part of TIAA-CREF, which is a provider of retirement services for individuals and institutions in the academic, research, philanthropic and cultural fields. KASPICK & COMPANY has a quarterly newsletter that provides research and analysis on current topics.