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Independent Fee-Only Silicon Valley
CFP® Registered Investment Advisor
Committed to a Fiduciary Standard
Celebrating 25 Years Serving Clients

Tap into the over 25 years of experience
has working with Tech Industry Clients on the San Francisco Peninsula and Worldwide
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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?
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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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