Phone: (949) 732-7460
Karuna.Tejpaul@FirstSunAdvisors.com
Karuna Tejpaul has over 15 years of experience as a Financial Advisor providing personized financial guidance and investment solutions for institutional and high-net-worth clients. Her employers include Merrill Lynch/Bank of America, Wells Fargo, and State Street. She is skilled in retirement and financial planning, risk management, and wealth preservation strategies aligned with client goals and objectives.
*Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, recognition by publications, media, or other organizations, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if First Foundation Advisors is engaged, or continues to be engaged, to provide investment advisory services.