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Manish Thomare

Associate Wealth Advisor
Manish Thomare

Manish began his career as an electrical engineer before transitioning into the technology sector following his MBA. Over his diverse career, he has worked across India, the Middle East, and the United States, gaining rich international experience. In the technology industry, Manish advanced from project management roles to leading operations for a business unit at a leading software consulting company. Along the way, he developed a keen interest in finance, M&A, valuation, and cross-functional leadership.

Driven by his passion for personal finance, Manish is now focused on cross-border wealth management, particularly serving the Indian diaspora. His unique background enables him to bridge financial planning and global perspectives to help clients navigate complex financial challenges across geographies.

Professional Degrees & Credentials

  • MBA, Indian Institute of Management–Calcutta, India
  • Bachelor of Engineering-Electrical, Shivaji University, India

Personal

I grew up moving across various cities in India, and this early exposure to diverse environments ignited a lifelong curiosity for new experiences. Later, my journey took me across countries and cultures, enriching my understanding of different traditions, histories, and perspectives. I find immense joy in travel and the opportunity to immerse myself in the unique sights, sounds, and stories of each place.

Since moving to the United States, I have discovered a passion for gardening, particularly hydroponics. This interest has led me to actively engage with gardening communities in the East Bay, where I enjoy exchanging ideas and learning alongside fellow enthusiasts.

Vertical farming setup with rows of leafy green plants and some ripe strawberries under grow lights.

Manish's Recent Posts

A wooden surface painted with the Indian flag, overlaid with images of a U.S. visa and the words "United States of America.
The American Dream is a powerful narrative, often depicted as a steady path towards stability and prosperity. For many in the vibrant Indian-American community, however, the journey feels less like a straight highway and more like navigating a series of crossroads, often accompanied by a significant degree of uncertainty. This inherent uncertainty, stemming from factors like visa status, potential future relocation, and unique cultural values, demands a financial planning approach that’s fundamentally different from the standard American model.
A close-up of a US 100 dollar bill featuring Benjamin Franklin and an Indian 100 rupee note featuring Mahatma Gandhi placed side by side.
As a member of the vibrant Indian-American community, you likely navigate life with a unique blend of cultures, aspirations, and connections spanning two distinct continents. You might own property in Mumbai or Delhi while building a career in California, support family back home while saving for retirement in the US, or dream of spending significant time in both countries. This rich, cross-cultural life brings immense rewards. It also introduces significant complexity into your financial life.

Let’s Get Acquainted

What can we help you find?

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Griffin Black Portal

  • Investment Reporting
  • Meeting Notes
  • Account Statements
  • Single Signon to eMoney
  • Billing Statements
  • Document Sharing
  • Tax Statements (1099s, etc)
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Altruist®

  • e-Delivery – Going Paperless​
  • Tax Documents (1099, 1099R, etc.)
  • ​Account Statements
A laptop screen displaying a financial management dashboard with account balances, net worth, investment details, and financial goals for users named James and Stephanie Chaplin.

emX / eMoney

  • Financial Planning Tool
  • Account Aggregator
  • Budget & Spending
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NetXInvestor®

  • e-Delivery – Going Paperless
  • Tax Documents (1099, 1099R, etc.)
  • Account Statements
  • Pershing Communications