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My Approach
With deep expertise across taxation, employee benefits, and comprehensive wealth planning, I work with high-ranking attorneys, corporate executives, C-suite leaders, business owners, and UHNW individuals navigating complex financial decisions such as: liquidity events, business exits, equity compensation, RSU and stock option planning, and multi-generational wealth transfer. Most advisors specialize in one area. I incorporate tax strategy, benefits planning, and wealth management into a comprehensive, integrated strategy.
The Clients I Serve
AAPI, Black Americans, Business Owners, Executives, GenX, Government & Military, High Earning First Generation, Latino, LGBTQ+, Millennials & GenZ, Philanthropists, Physicians & Healthcare, Pre-Retiree, Retirees or Seniors, Single Parent, Teachers & Educators, Women & Female Leaders, Working in Retirement
Major Milestones I Specialize In
Buying a Home and Relocation, Career Changes or Job Loss, Caregiving for Aging Relatives, Compensation Changes, Early Retirement or Financial Independence, End of Life and Legacy Planning, Executive Compensation and Employee Benefits, Funding Education, Retirement Planning, Special Needs Planning, Starting a Business, 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
Wealth is more than numbers. It’s built around the people you love, the values you hold, and the legacy you want to leave. I enjoy getting to know my clients in order to help find the intersection of their personal and financial goals.
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.