Ananta Mourya, CFA®, MBA

Ananta is an Associate Wealth Advisor in the Beacon Pointe Walnut Creek, CA office. He has several years of experience in wealth management and investment analysis, helping individuals and families make informed financial decisions through thoughtful, personalized service.

His background includes investment research, portfolio construction, financial modeling, and risk analysis. In his previous role, Ananta served on an investment committee, where he evaluated securities, analyzed portfolio performance and risk, and developed valuation models to support investment decisions. He also has experience creating customized investment strategies that reflect each client’s goals, tax considerations, and individual account needs.

Ananta is a CFA® charterholder and holds an MBA. He earned his bachelor’s degree in financial analysis and accounting from Tribhuvan University in Nepal. Outside of work, Ananta enjoys watching sports, staying active, and spending time with family and friends.