top of page

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.

Money, Love & Fame

Episode #3 in a Series of Conversations with Wealth Counselors. Interview with Financial Therapist Marilyn Wechter, MSW, BCD.

We talk about

How Talking about Money Can be Harder Than Talking about Sex
How Not Talking about Money Can Impact Children
The Immigrant Experience and How It Can Influence Views on Security and much more.

Comments

bottom of page