Abhimanyu “Abhi” Vinayek, CPA, Financial Advisor, is the founder of Capital Sage Wealth Management (CSWM), a San Diego–based firm with offices in Riverside and Temecula. With more than 15 years of experience in tax and financial services, Abhi helps individuals, families, and business owners nationwide build and protect wealth through taxefficient, strategydriven planning.  

Through CSWM, Abhi delivers an integrated approach to wealth management by combining comprehensive financial planning, investment management, bookkeeping, accounting, and tax preparation. This coordinated structure allows clients to align their investments, tax strategies, and estate planning within one cohesive plan designed for longterm success.  

Abhi specializes in tax planning, retirement planning, estate planning, and risk management solutions, including life and longterm care insurance. He also designs and manages diversified investment portfolios tailored to each client’s financial goals and risk tolerance. As an IRS Electronic Return Originator and a Californialicensed insurance professional (CA Insurance License #4305865), Abhi brings strong technical expertise across both tax and investment disciplines.  

Known for his collaborative and educationfocused approach, Abhi begins each client relationship with an indepth conversation to understand priorities and objectives. He then develops and implements a disciplined strategy aimed at delivering clarity, confidence, and longterm financial wellbeing.