Principal | Wealth Advisor
Parallel Advisors, LLC
Jun 2019 - Present | San Francisco
VR Advisors
Sep 2017 - Jun 2019 | San Francisco
University of Maryland
1980 - 1984
UCLA Graduate School of Economics
1984 - 1985
My focus is on 360 degree planning and management. Tax, retirement planning, estate planning and asset management.
Navigate joint financial decisions, tax strategies and legacy planning together.
Navigate joint financial decisions, tax strategies and legacy planning together.
Navigate sudden wealth with guidance tailored to your generation's unique needs.
Coordinate wealth strategies across generations for lasting family prosperity.
Sophisticated wealth strategies for C-level executives and their families.
From startup equity to exit planning - guidance through every growth stage.
Preserve and grow family wealth across generations with thoughtful stewardship.
Maximize equity compensation with RSU, ISO and ESPP optimization strategies.
Maximize equity compensation with RSU, ISO and ESPP optimization strategies.
Specialized expertise where I deliver the greatest value
Proactive tax planning integrated with your investment and financial decisions.
Comprehensive tax planning and preparation services.
Thoughtful estate planning to protect your legacy and provide for future generations.
Sophisticated strategies for sustainable retirement income.
Education funding strategies across generations.
Market commentary and investment perspectives
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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Required Minimum Distributions: A Guide to RMDs
Required Minimum Distributions (RMDs) are the minimum amounts the IRS requires you to withdraw each year from retirement accounts such as IRAs, 401(k)s, or similar plans once you reach a certain age.
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Stocks Extend the Bull Market Run in 2025
The S&P 500 opened the fourth quarter by reaching a new all-time high in early October. However, market volatility increased later in the month amid renewed trade tensions between the United States and China.
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