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PROFILE | Meena Kotak – Wealth Planning

PROFILE | Meena Kotak – Wealth Planning

Meena Kotak is a regional wealth planning manager for Wells Fargo Private Bank in the greater Los Angeles market. Ms. Kotak leads a team of wealth planning specialists who develop and implement custom wealth plans for clients based on a thorough understanding of each client’s personal values, asset growth and wealth transfer goals, and vision for their legacy.

Meena will be a featured speaker at the 4th Annual SoCal Women Business and Wellness Conference on Nov 13, 2019 in Ontario, CA.

Prior to joining Wells Fargo, Ms. Kotak worked at Thompson Colburn LLP as an estate planning attorney. She has over 15 years of experience in estate planning and has been in the financial services industry for over 5 years.

Ms. Kotak earned a Bachelor of Arts in Psychology from Pepperdine University. She also earned a Juris Doctor degree from Pepperdine University and is a member of the California State Bar, not currently practicing.

Every year, Ms. Kotak participates in the Susan G. Komen 3-Day (a 60-mile walk over the course of 3 days) to raise awareness and find a cure for breast cancer and has been doing so for over a decade. Ms. Kotak and her husband live in Westchester with their three dogs and both are avid football fans.

OnLine with Richard Sandoval

Women Business & Wellness Conference

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