Our Team

Anees Akhund is the President and CEO of Artha Wealth Advisors, with over 35 years of experience guiding clients toward financial security and independence. A respected leader in the Visalia community, he has served as President of the Visalia Breakfast Rotary and Visalia Rotary Community Foundation, as well a board member for Kaweah Delta Foundation, Imagine U Children’s Museum, and the United Way.

Anees is also a certified yoga instructor, a golf enthusiast, and an accomplished artist, with his work showcased in numerous exhibitions and donated to support nonprofit causes. His holistic approach to wealth management reflects his belief that financial well-being is the foundation for a fulfilling and purpose-driven life.  

Carin Barnes brings a distinctive perspective to wealth management, combining financial planning with more than 15 years of experience as a marriage and family therapist helping individuals, couples and families navigate complex decisions and major life decisions.

As a Wealth Advisor, Carin helps clients bring greater clarity and structure to their financial lives. She believes effective financial planning is about more than just  investments. Financial decisions are rarely simply mathematical; they are influenced by personal values, life experiences, family dynamics, ingrained paradigms, and the biases that influence how we perceive money, risk and the future. Carin's unique perspective helps her recognize those influence, ask better questions, and guide clients toward decisions that are both strategic and aligned with what matters most to them. 

Carin especially enjoys working with women, business owners, medical professionals and individuals  approaching important career or retirement transitions. Her approach is collaborative, practical and focused on helping clients move from uncertainty toward informed action.

Maria Jimenez is the Office Manager and Administrative Assistant at Artha Wealth Advisors. She is dedicated to creating a welcoming and efficient experience for clients. With a keen eye for detail and a passion for helping others, Maria ensures the firm’s operations run smoothly while making each client feel valued. Outside of work, Maria enjoys spending time with her family, hiking, and camping.