top of page
Palo Alto's
Independent Fee-Only
CFP® Registered Investment Advisor
Committed to a Fiduciary Standard
Celebrating over 26 Years Serving Clients

Tap into the over 26 years of experience
has working with Tech Industry Clients in Palo Alto
and Worldwide
​
Investment Management & Financial Planning for Engineers and Executives working in the Tech Industry turning their tech success into Lasting Wealth
- You have built a successful career. Now let's make your money work for you. I help you make smart, confident financial decisions so you can create lasting wealth and live life on your terms.
- Together we build a clear, personalized path to financial freedom - giving you peace of mind and the freedom to look forward to what is next.
bottom of page