Who I Serve
Every client's financial picture is different, but the people I work with tend to share one thing in common: a pivotal, complex moment in their financial life that a generic plan won't address. Whether that's a equity compensation, becoming self-employed, inheritance IRA's or property, or the pursuit of retirement and financial independance, I build a financial plan around your specific situation — not a one-size-fits-all template.
Tech Professionals & Equity Compensation
If you've been granted RSUs, stock options, or are navigating an upcoming IPO, your financial plan needs to account for concentration risk, tax timing, and liquidity decisions that a standard financial plan simply doesn't cover. As a Bay Area financial advisor, I help Silicon Valley tech professionals turn equity compensation into a clear, tax-efficient wealth management strategy.
Business Owners & Self-Employed Professionals
Without an employer-sponsored 401(k) or benefits, retirement savings, tax planning, and insurance coverage fall entirely on you. I help business owners and self-employed 1099 professionals set up the right retirement structure, plan for variable income and self-employment taxes, and close any gaps in life coverage.
Families Inheriting IRAs & Property
Inheriting an IRA or property brings real tax complexity and time-sensitive decisions — often while you're still processing a loss. I help families navigate inherited IRA withdrawal rules, decide whether to keep, rent, or sell an inherited home, and coordinate a broader wealth transfer plan, so decisions are made with clarity rather than under pressure.
Retirement & Financial Independence Planning
Whether you're approaching retirement, already retired, or working toward early financial independence, I help you build a clear picture of where you stand today and a concrete retirement income plan to get where you want to be — one that addresses how much you need, how to withdraw tax-efficiently, and how to make your assets last.