Wealth Advisor
Parallel Advisors, LLC
Dec 2016 - Present | San Francisco
Sensiba San Filippo Financial Advisers LLC
Jan 2004 to Dec 2016 | San Francisco Bay Area
University of California, Los Angeles - School of Law
University of Southern California
My practice is built on goals-based advisory, borne from a deliberate and disciplined process. For each client, the focus is a personalized strategy designed to achieve identified and prioritized goals. Tax mitigation, cost mitigation, risk-adjusted returns and legacy planning are important pursuits. Regular and consistent meetings provide opportunities for measuring progress toward goals achievements.
Navigate joint financial decisions, tax strategies and legacy planning together.
Navigate life transitions with confidence and clarity during uncertain times.
Navigate life transitions with confidence and clarity during uncertain times.
Coordinate wealth strategies across generations for lasting family prosperity.
Tailored strategies for physicians, dentists and healthcare professionals.
Specialized planning for attorneys and law firm partners.
Integrate real estate holdings with comprehensive wealth planning.
Optimize self-employment income and build sustainable wealth.
Manage entertainment industry income and build lasting wealth.
Specialized expertise where I deliver the greatest value
Comprehensive tax planning and preparation services.
Maximize retirement plan benefits and optimize distributions.
Sophisticated strategies for sustainable retirement income.
Comprehensive insurance and risk mitigation strategies.
Strategic planning for real estate investment portfolios.
Wealth Advisor
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.
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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.
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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.
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