Bay Area Tech Executives 5–10 Years From Their Next Chapter
Professionals who want clarity about how to achieve work-optional freedom.
Personal Wealth Management For
Successful Savers with $1.5M+ in Investable Assets
Hard workers who've consistently saved throughout their careers and built substantial wealth through smart decisions.
Investors Seeking a Long-Term Partnership
Savvy investors who want to understand their strategy, ask questions freely, and work with a fiduciary partner for the long term.
Retirement Planning
Build a strategy for income, timing, and long-term independence
Tax-Efficient Strategies
Reduce unnecessary taxes across income, equity, and retirement
Why I do This Work
I grew up watching my parents struggle financially - and it shaped how I approach planning today.
My goal is simple: help you make confident financial decisions so your money supports your life, not stresses it.
What makes us different
We provide personalized planning tailored to your unique situation — not one-size-fits-all portfolios. With experience in complex income and equity compensation, we help you navigate important financial decisions with clarity. Our focus is on building long-term relationships, delivering clear, straightforward advice you can confidently act on.
