Wealth Advisor | Walnut Creek
CFP® practitioner
CDFA®
I work closely with families to solve complex financial issues by creating tailored strategies that reflect each client’s personal values. I specialize in taking a prudent and thoughtful approach to ensure the wealth and well-being of families are secure. Stewarding some of the most creative, ambitious and successful clients creates complexities that require sound guidance.
I am a Certified Financial Planner™ practitioner and Certified Divorce Financial Analyst™. Most of my clients are referred by other professionals during significant life events — divorce, loss of a loved one, or retirement.
My wife, Annalisa, and I live in Walnut Creek with our daughters Olin and Linnea.
Navigate financial transitions and build a secure independent future.
Coordinate wealth strategies across generations for lasting family prosperity.
Build long-term wealth early with equity compensation and tax-smart planning.
Steward inherited assets with confidence, purpose and a clear plan forward.
Navigate executive compensation, deferred comp and complex tax situations.
From startup equity to exit planning — guidance through every growth stage.
Preserve and grow family wealth across generations with thoughtful stewardship.
Manage irregular income, royalties and tax planning for creative professionals.
Specialized expertise where I deliver the greatest value
Navigate financial complexities during and after divorce transitions.
Trust administration and fiduciary services to preserve and transfer wealth.
Wealth Strategist
Operations Associate
Market commentary and investment perspectives
Earnings Growth, A U.S./Iran Ceasefire and a Strong Economy Send Stocks to New Highs
Markets staged an impressive rebound in Q2, as strong corporate earnings and rising hopes for a U.S./Iran ceasefire pushed the S&P 500 to new all-time highs.
Read More
Securities-Backed Lending: Strategy for Alternative Liquidity
Securities-backed lines of credit, also called pledged asset lines, allow eligible investors to borrow against a taxable investment portfolio without selling securities. They can provide liquidity for taxes, large purchases, or other short-term needs while allowing the portfolio to remain invested.
Read More
The AI Boom: Why History Doesn't Always Reward the First Investors
Every generation encounters a technology that feels unlike anything before it. Today, that's artificial intelligence. Corporate profits represent one of the largest shares of the economy in decades, and hundreds of billions of dollars are flowing into data centers and power infrastructure. History offers examples of transformative technologies changing the world while many early investors failed to earn the returns they expected.
Read More