Our Team
Anees Akhund
Wealth Advisor/President & CEO
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
Director of Client Services
Carin Barnes is an registered staff member with Artha Wealth Advisors, bringing a distinct perspective shaped by over a decade as licensed therapist in private practice. With a deep understanding of human behavior and financial psychology, she helps individuals, couples, and families build financial well-being with clarity and confidence.
Carin believes that a strong financial foundation is key to living a fulfilling life. She enjoys hiking, traveling, interior design, and spending time with her children and grandchildren. Passionate about mentoring women entrepreneurs, Carin is committed to helping others create a life of fulfillment and freedom.
Maria Jimenez
Office Manager & Administrative Assistant
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.
INTENTION
Wealth with a deeper meaning.
At Artha Wealth Advisors, true wealth is about building a life of meaning, balance, and lasting prosperity. We aim to help you achieve not just financial security, but financial fulfillment –building wealth that supports your life, your legacy, and the things that matter most to you.
GUIDANCE
Clarity, wisdom, and warmth.
The moment you step into our office, you’ll feel the difference. Our space is warm, inviting, and filled with care that makes you feel at home. And you’ll find we make a point of celebrating your life’s milestones, because your journey matters to us.
SUPPORT
Perspective strengthens the path forward.
Staying connected is part of our commitment to you. Through newsletters, emails, and personal check-ins, we want you to feel informed and supported. Wealth is more than strategy – it’s creativity, perspective, and purpose.