Executives
Always check if you have access to deferred compensation.
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My Approach
Financial planning isn't one-size-fits-all. I specialize in helping individuals and families navigate the complex financial crossroads of life, focusing heavily on these unique groups and the major moments that define their journeys.
The Clients I Serve
High Earning First Generation
Ask yourself, do you have a clear savings strategy that prioratizes tax efficiency?
Pre-Retiree
The most important thing going into retirement at any age is figuring out where you will pull the money from, under what circumstances, how much, and how frequently.
Major Milestones I Specialize In
Buying a Home and Relocation, Retirement Planning, Sudden Wealth or Inheritance
Our 7 Steps to Financial Planning
Certified Financial Planners have a proven blueprint for success—but your planner builds it entirely around you.
Summarized from the CFP® Board's Practice Standards. cfp.net
My Process
Your equity compensation should create freedom, not stress. At WealthScript Advisors, we help Bay Area tech professionals and founders turn complex stock holdings into lasting financial security. You'll keep more of what you earn through proactive tax planning, make confident decisions before and after liquidity events, and have a trusted partner by your side through every career move and life milestone. Whether you want us to manage your investments or prefer flat-fee guidance while you stay in control, you'll get a portfolio built around your life, not a generic model, so every decision works harder toward the future you want.
Disclosures
This material is provided for informational purposes only and does not constitute investment, tax, or legal advice. It is not a recommendation or solicitation to buy or sell any security, insurance product, or investment strategy. Past performance does not guarantee future results. All investing involves risk, including the possible loss of principal. Tax and legal matters are outside the scope of this engagement; consult your attorney, accountant, and other qualified professionals before making financial decisions. Additional information about this financial professional, including registration status and disciplinary history, is available through FINRA BrokerCheck and the SEC Investment Adviser Public Disclosure website.