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Silicon Valley's Go To
Independent Fee-Only
CFP® Registered Investment Advisor
Committed to a Fiduciary Standard
Celebrating over 26 Years Serving Clients
Tap into the over 25 years of experience
has working with Tech Industry Clients on the San Francisco Peninsula and Worldwide
Investment Management & Financial Planning for Engineers and Executives working in the Tech Industry.
- What does sustainable financial freedom look like?
- Can you help me understand my choices when making key financial life decisions?
Life choices are not always about money; understand how your money choices can help you live an extraordinary life. Together we create a path to give you peace of mind so that you can live a fulfilling life where the best is yet to come.
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