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About Pier Point

Our Story

Pier Point was born because our founders wanted to create something bigger than themselves, a firm that would stand the test of time and last well beyond their lifetimes. When Paul and Sandeep both found themselves serving clients in Downtown Los Angeles, they realized they shared more than just a grueling commute from the South Bay. They also shared a vision for what an enduring firm would look like. Over time, they began collaborating, hired more team members, and developed a formalized partnership. Today, based in Manhattan Beach, Pier Point is driven by the passion of its founders for helping people discover the freedom that comes from living an organized financial life.

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How We're Different

The process of achieving financial security – the confidence that comes from taking action today to provide for tomorrow – is different for each of us. Often, the first step is to establish a relationship with someone who takes the time to learn about your values, understand your dreams, and help you create a personal financial plan that will evolve with you over time. This process comes to life in the areas of wealth management, risk management, and wealth distribution. In keeping with the demands of the day, we have built a practice that uses the latest technology to increase efficiencies so that we are making the best use of your time. The end goal is a smart, simple, and effectively executed financial plan for our clients - especially those in diverse communities.