Chintan Pabari

Financial Planning Associate

About Chintan

Chintan joined Summitry in 2021 as a Financial Planning Associate. He supports the firm’s financial advisors to create comprehensive and holistic financial plans for our clients.

Prior to joining Summitry, Chintan worked as a Senior Tax and Financial Planning Analyst at Chequers Financial Management in San Francisco, where he specialized in tax compliance, equity compensation plans, estate and retirement planning. Chintan has previously also held positions at EY and HSBC in their Alternative Investments’ Tax and Accounting practices respectively. Chintan holds a Master of Science in Taxation degree from Golden Gate University in San Francisco. He also holds a bachelor’s degree in Accountancy from Calcutta University.

Chintan is originally from India and has been living in San Francisco since 2013. Outside of work, he enjoys watching Soccer and F1, hiking and eating out at new restaurants in the Bay Area.

Q & A

  • What does “living your best Bay Area Life” mean to you?

    It means having options and being able to utilize them. It could be from being able to meet people who are literally changing the way the world works and communicates; to being able to eat and at the best restaurants and visit the best wineries; to be able to watch world class athletes perform weekly; or visit the best museums and theatres.
  • What are your favorite pursuits outside of work?

    I like playing and watching soccer and when I am not doing that, I am usually trying out a new place to eat or sampling a new bottle of wine. During the weekends, my friends and I try to get at least one hike in and maybe some park time as well. When I am feeling lazy, I enjoy binge watching a show or two.
  • What are some of the challenges you face living in the Bay Area?

    The Bay Area is vast but feels so inter-connected that there is always competition for things, be it trying to get good seats to a basketball game, a show, or reservations at your favorite restaurant. Additionally, the traffic here is quite hectic and consumes a lot of your time
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Advisor Group Manager