ABOUT
I am a fee only investment advisor and a fiduciary. I like grilled cheese sandwiches, talking about money and playing Legos with my kids. Here’s how I work...
1. We figure out where you are.
2. We figure out where you want to be.
3. I make a financial plan on how to get from where you are to where you want to be.
4. I explain the plan as if you were 10 years old.
5. If you follow the plan, you’ll be OK.
6. If you don’t follow the plan, you’ll die poor and alone.
SERVICES
Financial Plans
Retirement Planning
Buying a Home
RSU/Stock Options/ESPP
IPOs
College Savings
Tax Guidance
Life Insurance
Student Debt
Credit Card Debt
PRICING
Financial Plan.....................$1,500
Ongoing Advising...........$100/mo
CONTACT
415.637.5087
66 Franklin St. 3rd Floor
Oakland, CA 94607
