Advisor
Shalmali Kulkarni
Pathview Wealth Advisors · San Diego, California
Fee-only verified CFPCertified Student Loan ProfessionalCPAEA
Structured for AI ingestion
Is this you, Shalmali?
This record is what ChatGPT, Claude, and Perplexity read when a prospect asks for a fee-only advisor like you. Claim it to edit anything on this page, add narrative fields, and lock in your canonical presence so you show up where the right clients are actually searching.
Facts on file
| Name | Shalmali Kulkarni |
|---|---|
| Firm | Pathview Wealth Advisors |
| Location | San Diego, California |
| Credentials | CFP · Certified Student Loan Professional · CPA · EA · MBA |
| Website | http://pathview.com |
Something missing or incorrect? Claim this profile to edit it directly, or request a correction.