You've already accomplished a lot. Now, it's time to elevate your financial experience.
Your Financial Plan, Investments, and Tax Strategy — All Moving In Phase.
Serving tech and biotech professionals, self-employed, and high-income families
in San Mateo and the Bay Area.
You've already accomplished a lot. Now, it's time to elevate your financial experience.
Your Financial Plan, Investments, and Tax Strategy — All Moving In Phase.
Serving tech and biotech professionals, self-employed, and high-income families
in San Mateo and the Bay Area.
You've already accomplished a lot. Now, it's time to elevate your financial experience.
Your Financial Plan, Investments, and Tax Strategy — All Moving In Phase.
Serving tech and biotech professionals, self-employed, and high-income families
in San Mateo and the Bay Area.
In Phase Wealth Management
You've already accomplished a lot. Now, it's time to
elevate your financial experience.
Your Financial Plan, Investments, and Tax Strategy — All Moving In Phase.
Serving tech and biotech professionals, self-employed, and high-income families
in San Mateo and the Bay Area.
No Obligation. Same-day callback. Convenient video call or I come to you.
Check my background at FINRA
About In Phase Wealth Management
In Phase Wealth Management was developed for Bay Area tech and biotech professionals who deserve better than generic financial advice for a career that's anything but generic. Between RSUs, stock options, vesting schedules, and the tax complexity that comes with them, your finances rarely fit a standard template — and you don't have the time to untangle it all yourself. I help simplify that complexity, so you can move forward with confidence.
Services
In Phase Wealth Management difference
Managing finances shouldn't feel complex. In Phase Wealth Management aligns financial planning, tax strategy, and investment management into one cohesive plan — so you can make your life's major financial decisions with clarity and confidence. One advisor. One integrated plan.
Learn more →
Investment Management
Portfolios are constructed based on your goals and tax situation — not a generic model. They are actively managed to stay on track and adjust to changes in your situation and the market.
Financial Planning
Planning starts with foundational wealth planning and ranges to advanced equity compensation and retirement income planning. Every plan is built on an interactive, tech-forward platform that brings together investments, financial planning, and tax planning — so you can make informed financial decisions with confidence in your financial life.
Stock Compensation Planning
RSUs, ISOs, NQOs, and ESPPs each carry different tax rules and timing decisions. I help you build a plan for exercising, selling, and diversifying before a vesting event forces a decision you haven't thought through.
Learn more →
Retirement & Financial Independence Planning
Whether you're aiming for a traditional retirement or financial independence ahead of schedule, I help you answer the real question: when can you actually stop?
Learn more →
Wealth Transfer Planning
Make sure your assets move to the people and causes you care about as smoothly as possible — without unnecessary tax consequences or legal gaps.
College Savings & 529 Planning
I help you build a tax-advantaged savings strategy that fits your overall financial picture — without derailing retirement or other long-term goals in the process.
Who I Work With
-Tech and biotech professionals with equity compensation
-Families inheriting IRAs and property
-Self-employed professionals and business owners
-Anyone navigating a liquidity event, IPO, or major financial decision
-Planning for retirement and financial independence
What Clients Say
Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.
Asset allocation does not ensure a profit or protect against a loss.
In Phase Wealth Management and LPL Financial do not provide legal or tax advice. Please consult with your tax or legal advisor regarding your personal situation.