Abhimanyu Vinayek

Current Employers

Employment History

• 03/2026 → Present
  Transamerica Financial Advisors, Llc
  San Diego, CA
• 09/2025 → Present
  World Financial Group Insurance Agency
  San Diego, CA
• 09/2025 → Present
  The Wealth Wave
  San Diego, CA
• 01/2025 → 03/2026
  Secure Income Management Llc
  Tucson, AZ
• 04/2024 → 01/2025
  Eagle Strategies Llc
  San Diego, CA
• 09/2023 → 01/2025
  Nylife Securities Llc
  San Diego, CA
• 08/2023 → 01/2025
  New York Life
  San Diego, CA
• 01/2020 → 08/2023
  Heron Therapeutics Inc
  San Diego, CA
• 04/2019 → 01/2020
  Tocagen
  San Diego, CA
• 05/2018 → 04/2019
  1798 Consultants Inc
  San Diego, CA
• 08/2016 → 05/2018
  Orexigen Therapeutics Inc
  San Diego, CA
• 04/2025 → Present
  Capital Sage Wealth Management
  San Diego, CA
• 04/2025 → Present
  Capital Sage Wealth Management
  San Diego, CA

Previous Registrations

• 2025-01-10 → 2026-03-04
  Secure Investment Management, Llc
  Tucson, AZ
  San Diego, CA
• 2024-04-10 → 2025-01-17
  Eagle Strategies Llc
  San Diego, CA

Other Businesses

Name: Capital Sage Wealth Management / Investment Related - No / Date: 04:2025 / Hrs (Month): 30 / Hrs (Day): 1 / Activity: As a CPA I offer clients tax planning, tax filing, business formation and CFO services Sales of insurance and non-insurance products, part-time or full-time for companies affiliated with Transamerica Financial Advisors, LLC. The Wealth Wave is a co-brand that is used by agents affiliated with World Financial Group Insurance Agency an insurance agency affiliate of Transamerica Financial Advisors, LLC. CAPITAL SAGE WEALTH MANAGEMENT POSITION: Founder NATURE: Tax Services INVESTMENT RELATED: No NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 1 START DATE: 04/01/2025 ADDRESS: 11622 El Camino Real Ste 100, San Diego CA 92130, United States DESCRIPTION: Tax Services and related operational services

Exams

• S66 Uniform Combined State Law Examination
  2024-04-08

Other Names

• Abhi Vinayek