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CFP® Registered Investment Advisor

Celebrating over 26 Years Helping Tech Professionals Bring Logic & Clarity to Their Financial Lives

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3000 El Camino Real

Building 4, Suite 200

Palo Alto, CA 94306

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303 Twin Dolphin Drive

6th Floor

Redwood Shores, CA 94065

Mail

2995 Woodside Road

Suite 400

Woodside, CA 94062

1-888-444-9981

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