Kalia is a fully registered, non-practicing investment advisor with her Series 7 and 66 licenses. After 7 years working with a premier wealth management team at UBS with $100M+ assets under management, she moved to the personalized side of Real Estate Planning. As the Senior Client Relationship and Marketing Manager at the James Real Estate Group, Kalia is passionate about building and developing meaningful relationships with clients and Trusted Advisors. She brings an abundance of knowledge to help buyers, sellers and investors achieve their financial and Real Estate goals.