Wealth Advisor
Parallel Advisors, LLC
2022 to Present | San Francisco
Osborne Partners Capital Management, LLC
2018 to 2022 | San Francisco
Merrill Lynch
2015 to 2018 | Walnut Creek, CA and Denver, CO
University of California, Berkeley, Haas School of Business
Harvard University
My mission is to empower individuals to take control of their financial futures. I am passionate about providing hands-on guidance and education, ensuring my clients have the tools they need to thrive in every chapter of their lives. I specialize in working with tech professionals, retirees, and women facing significant life changes like widowhood or divorce. I believe that financial clarity is a cornerstone of overall well-being. Through a collaborative partnership, I help my clients transform financial ambiguity into a lasting foundation of stability and growth.
Build financial independence and long-term security on your own terms.
Navigate financial transitions and build a secure independent future.
Navigate life transitions with confidence and clarity during uncertain times.
High Earners Not Rich Yet - maximize wealth building in your prime earning years.
Preserve and grow family wealth across generations with thoughtful stewardship.
Maximize equity compensation with RSU, ISO and ESPP optimization strategies.
Optimize public pension benefits and supplement retirement savings.
Navigate variable income and build long-term financial security.
Specialized expertise where I deliver the greatest value
Navigate financial complexities during and after divorce transitions.
Sophisticated strategies for sustainable retirement income.
Navigate sudden wealth events with strategic planning.
Environmentally and socially responsible investment strategies.
Principal | Head of Research & Trading
Trust Services Director
Director of Private Market Investments
Manager of Wealth Planning
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
War, Private Credit Worries and AI Anxiety Weigh on Stocks
Market volatility spiked in the first quarter of 2026. A surge in geopolitical tensions, growing concerns about potential stress in private credit markets, and fears that artificial intelligence (AI) may disrupt certain industries combined to push the S&P 500 moderately lower to start the year.
Read More