Financial advisor to Silicon Valley engineers & executives navigating equity compensation and liquidity events.
Over 28 years advising clients with $5M–$20M+ on concentrated stock, liquidity decisions, and long-term capital strategy.
​
​Clarity for complex wealth—and the life it is meant to support.
Updated: Apr 21
It was not about whether he wanted to retire—it was whether he could.
I just met with a Palo Alto couple evaluating retirement from Apple.
Already a client? Schedule here
For prospective clients