Imagine being able to live the life you’ve worked so hard to build.
You’ve built a successful career, and you’ve been diligent about saving and investing. But as your wealth has grown, so has the complexity of managing it. Navigating taxes, company stock, and retirement planning can feel overwhelming — especially when you’re juggling a demanding career and family life.
That’s where I come in.
I help high-achieving tech professionals simplify their financial life, minimize taxes, and retire with confidence, knowing their financial plan is optimized to support their goals.
Want to see how it all comes together?
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Why Work With Me
Trusted Advisor to Executives
Now, For You
With over a decade of experience at Google and seven years in investment banking, I’ve spent years advising C-level executives on complex financial strategies — translating sophisticated concepts into clear, actionable guidance. The same attention to detail and thoughtful analysis I applied when advising executives is what you can expect from me, ensuring you receive clear, well-reasoned advice tailored to your goals.
I Get It
Because I’ve Been There Too
I’ve faced many of the same decisions you’re navigating: managing equity compensation, planning for financial independence, and deciding when work becomes optional. I know what it feels like to reach a point where, on paper, you’ve “made it,” but still wonder: what’s next? When we work together, you’re not just getting advice. You’re getting a partner who’s lived it, understands the stakes, and can help you navigate what’s ahead.
Personalized Service
From Me, Not a Junior Planner
When you work with me, you’re working with me — not a junior planner or someone you’ve never met. I intentionally limit my client base to ensure you get the personalized, high-touch experience you deserve. By working with fewer clients, I’m able to be there when you need me most, whether you’re facing an unexpected decision, navigating a major life event, or just want to talk through something.
More Than Just Numbers
A Calm, Supportive Partner
Financial decisions can feel overwhelming, especially when there’s a lot at stake. Through my experience appearing on live TV and speaking to audiences of hundreds of people, I’ve learned how to explain complex financial topics in a calm and approachable way, even under pressure. Whether you prefer big-picture insights or want to dive into the details, I’ll meet you where you are and help you feel informed, confident, and in control.
What I Offer
📅 Retirement Planning
Detailed planning to ensure your wealth supports your unique goals, whether that’s retiring early, pursuing passion projects, or taking a break from the corporate world to explore what’s next.
📈 Investment Management
Portfolio design and ongoing management to align your investments with your goals, place assets in the most tax-efficient accounts, and implement smart withdrawal strategies so your money works harder for both present and future you.
📊 Company Stock Management
Strategies to diversify concentrated stock positions in a tax-aware manner.
🧾 Strategic Tax Planning
Proactive ways to lower your tax bill — not just for this year, but over your lifetime.
🩺 Healthcare Planning
Guidance and analysis to help you choose the right healthcare plan for you, whether deciding between an employer plan, COBRA, or a marketplace option. Includes reviewing coverage annually to ensure it remains cost-effective and aligned with your needs.
🚀 Small Business & Passion Projects
Support for launching a business, starting a consulting practice, or monetizing a passion project, with guidance on initial setup, entity selection, retirement plan options, and ensuring everything fits with your broader financial plan.