Prashant Ravani is a CFP-designated registered investment advisor, based in San Ramon, CA, with 28 years of industry experience.
Location
12647 Alcosta Blvd., Suite 440, San Ramon, CA, 94583
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Prashant is the Managing Director of Ravani Retirement & Wealth Solutions, dedicating nearly full-time hours to retirement plan and wealth management consulting. He also works as a consultant for several expert network firms (GLG, Tegus, AlphaSights, Insights Driven Research, and Athenerum), spending minimal time on each.
Employment History
Current Registrations
World Investments, LLC
World Investments, LLCBroker
World Investment Advisors, LLC
Previous Registrations
Pensionmark Securities, LLCBroker
CBIZ Investment Advisory Services, LLC
CBIZ Financial Solutions, INC.Broker
CBIZ Retirement Plan Advisory Services
PFS Investments INC.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.