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For Silicon Valley Professionals

I was raised in the Santa Clara Valley in the 1980s and have watched Silicon Valley grow from its infancy to the global economic engine it is today. The “Valley” is home to me, and I possess a distinct familiarity with living and working in this unique part of the world.

I advise executives, entrepreneurs, and professionals with all aspects of their workplace financial planning. Some examples include:

Client Centered
  • Equity-Based Compensation (RSUs, Incentive Stock Options)
  • Risk Management for Concentrated Positions
  • 401(k) Participation, Employee Stock Purchase Plans
  • Voluntary After-Tax Contributions (“Mega Back Door Roth”)
  • 10b5-1 Plan Best Practices
  • Real Estate Strategies in Silicon Valley
  • Tax Planning
  • Estate Planning Techniques, Both Basic and Advanced
  • Securities Based Lending
  • Insurance and Annuity Solutions

I look forward to partnering with you, learning about your work in the tech sector, and assisting you with comprehensive financial planning solutions.

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