If you're here, you're probably looking for answers to some important questions about designing your future.
 
  • Can I actually leave my career when I want to, or will I need to keep working?
  • How do I consolidate all these accounts and create a clear portfolio strategy for today’s markets?
  • What's the smartest approach to stock options, RSUs, and minimizing taxes?
  • How do I help my kids get established while building my own work-optional freedom?
  • How do I help make sure my spouse feels confident about our finances if something happens to me?


 

If that sounds like you, you're in the right place.


My Team and I Specialize in Helping Successful Bay Area Tech Executives
 

If you're looking for...

A local advisor who values building long-term relationships where trust goes both ways

A partnership based on clear communication, genuine listening, and explanations without financial jargon

Comprehensive guidance on wealth management, tax strategy, stock compensation, and multi-generational planning

An approach where you understand the "why" behind every recommendation, not just the "what"

Maheras Wealth Management might be a fit for you.

Let's start a conversation about your financial future.

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My Philosophy: Wealth Management Should Be Personal
 

I believe wealth management should be about more than numbers on a spreadsheet. While many advisors treat this as purely an investment challenge, I understand it's actually about creating the financial freedom you need to live life on your terms.

My team and I have a straightforward mission: to give you the clarity, confidence, and personal guidance you need to help protect what you've built and build work-optional freedom.

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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.

Let's Talk

 

Meet Your Team

Leo Maheras | Owner, CEO | Maheras Wealth Management CA

Leo Maheras CFP®, CIMA®, CRPC®

Owner, CEO, LPL Financial Advisor
lmaheras@maheraswealthmanagement.com

Leo is a CERTIFIED FINANCIAL PLANNER™ professional and founder of Maheras Wealth Management, Inc. He has also earned the Certified Management Analyst (CIMA®) and Chartered Retirement Planning Counselor (CRPC®) credentials. After more than 20 years of experience at some of the nation’s leading financial institutions including Morgan Stanley, Merrill Lynch and LPL Financial, Leo’s passion for superior client service and his desire to provide independent financial advice, led him to form Maheras Wealth Management, Inc.

Leo’s team helps successful, active, multicultural, technology/biotechnology executives, and people in life’s transition (within five to 10 years before retirement) to prepare for all aspects of a successful retirement to live a full life.

We believe in developing long term trusting partnerships to help solve the financial puzzle of how one reaches their financial goals with high confidence.

The method Leo’s team uses to help clients envision the future and place all the puzzle pieces together include:

  • In-depth discovery and active listening help us understand what matters most to each client.
  • A readiness to collaborate with tax and estate professionals on our clients’ behalf to integrate and persue their financial goals.
  • A commitment to exceed clients’ expectations around accessibility, responsiveness, and follow-through.

Over the course of his career, Leo has received numerous honors. He holds a master’s degree from California State University, Sacramento, a Bachelor of Science degree from UC Davis and is a member at Church of the Holy Cross. He is also a member of the American Hellenic Educational Progressive Association (AHEPA) and a AYSO soccer referee. Leo resides in Belmont, CA with his wife and two daughters. Leo enjoys playing soccer, reading, traveling, and spending time with his family.

CA Insurance Lic. # 0D09242

Pallavi Gaikwad

Client Services & Operations

I support Leo by managing the day-to-day operational and administrative details that keep our practice running smoothly. This allows him to stay focused on what matters most: listening closely, understanding your goals, and being available when guidance is needed.

With more than 12 years of experience in the financial services industry, I provide accurate, timely, and detail-oriented support. I assist with service requests, account transfers, scheduling, document preparation, and other administrative processes that help ensure your experience is organized and efficient. My priority is to offer responsive, personalized service while maintaining the highest standards of professionalism and care.
 

Outside the office, I enjoy spending time with my family, taking walks, and staying involved in community volunteer work.

*Not registered with LPL Financial