$500K Minimum Financial Advisors

I help tech professionals manage their equity compensation plans.

I guide families and entrepreneurs on their journey to financial success and creating a passionate life.

I help families and first responders avoid retirement pitfalls—minimizing taxes, securing income, and managing investments wisely.

I help high-earning tech professionals turn equity into lasting wealth and simplify complex financial decisions across taxes, risk, and retirement.

I specialize in adding extreme value in every area of your financial life, particularly in transitioning from your working years to retirement years.

I work with families and business owners to create personalized financial plans that help make informed decisions and stay focused on long-term goals.

I help people nearing retirement turn savings into a clear plan for income, taxes, and peace of mind—so they can retire with confidence.

I provide expert guidance to families & business owners on their journey to financial success.

I provide expert guidance to families & business owners on their journey to financial success

CFA with 10+ years’ experience crafting smart, goal-focused investment strategies that empower families to take control of their future.

I help busy professionals navigate complex compensation, business sales, inheritance, and retirement planning with clarity and confidence.

Creatively and intelligently managing your path to financial freedom and prosperity

Flat-fee retirement planner helping retirees and near-retirees build tax-efficient retirement income plans. No commissions, no product sales.

I help families and business owners simplify finances and build long-term wealth through disciplined planning.

I manage the finances for a group of successful families, retirees, and business owners in the San Francisco Bay Area & Silicon Valley.