Anjali Singh
CFP®
Financial Advisor
asingh@pacificadvisors.com
Cell: (510) 757-3895
Office: (707) 765-2382
I directly provide life, disability, malpractice¹ and business insurance plans. As a Certified Financial Planner™ professional , I also help clients holistically organize their finances and assist my partners in offering various investment solutions. In 2021, I was honored to be named to the Forbes Top 250 Financial Security Professionals List.
Our clients are physicians, dentists/dental specialists, veterinarians, optometrists and entrepreneurs. My clients are busy and don't want to worry about coverage details. I help design and service their plans so they can focus on what they do best. My team and I have insured countless health care practices/businesses. We have developed strong relationships among the health care banks as a reliable provider due to our service. We have experience in ensuring proper funding for buy-sell agreements. We assist clients in making sure their intentions can be fulfilled and to avoid lack of funding during a triggering event.
In 2021, I was asked to be listed on DocWorking as a trusted resource for physicians.
When not working, I enjoy spending time with my husband and kids, family, friends and my dog. My hobbies/interests include my expanding vegetable and fruit garden, watching movies/documentaries/comedy shows and baking. I am also active in my husband's business "Call of the Wild," which provides pet care to dogs in San Francisco. I'm proud to support the Marin Humane Society.
If you are a health care provider and want a review of your current plans/are starting out, are considering buying/starting up a practice and want help, please contact me at asingh@pacificadvisors.com or (707) 765-2309.
