I am an independent financial advisor. I have been a financial advisor for 12 years now. I help manage assets for individuals, families, trusts, businesses, retirement plans, and charitable organizations. Through a long-term investment and planning-based approach, I help clients develop and implement strategies for building wealth and meeting their goals. My mission is to provide objective and timely financial advice and guidance — with the highest level of professional service — in helping build and preserve wealth for my clients.

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I also strive to provide corporate executives with financial independence and personal freedom by helping them make informed decisions with their investments and employer-related equity compensation. I have a rigorous investment process grounded in objective analysis, which I apply to all client portfolios. However, every client is different with a separate set of complexities. My recommended investment strategy will be custom-tailored to your objectives.

I also collaborate with client's tax and legal advisors in developing their estate and charitable plans and helping clients manage their liabilities and risk management issues.

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I have extensive experience with strategies associated with concentrated equity positions for high-level executives, venture capital firms, and angel investors and work with businesses in the areas of treasury management and retirement plans, including 401K's and providing investment advisor custodian services.

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Services Include:

Professional Portfolio Management
Equity compensation Planning
Retirement Planning
401(k) Rollovers
Trust Services
Wealth Management
Stock Plan Services
Certificates of Deposit
Structured Products
Sustainable Investing
Alternative Investments
Business Planning
Corporate Pension Plans

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I actively participate in many volunteer groups, including serving on the board of the Rotary Club of San Francisco. I am also a sports fanatic, biker and favorite past time is definitely BBQing or grilling.