I'm Amie Shapiro and I run our SF branch.
By age 8, I had performed in my first musical, won an ice skating competition, and made tortilla chips from tortillas.
At age 9, I opened a checking account and started depositing 1/2 my allowance there.
The other 1/2 went toward buying CDs and Bath and Body Works Body Sprays.
I’ve been called ‘the creative type’ which might just be a polite way of saying I’m weird.
I’ve been performing most of my life but early on I realized that financial security was way better than standing in a spotlight while being broke.
So I help people become financially literate by day and continue to sing after hours.
As soon as my meetings are over, you'll find me hiking with my dogs or at a rehearsal.
I graduated Summa Cum Laude with a degree in Technology Entrepreneurship and Management.
If you haven’t seen Hamilton yet, we’re probably not a good fit.
Here’s a TED talk that impacted my life.
This is the best wellness lecture I’ve ever seen.
714.743.4630
I'm Benjamin Packard and I run our East Bay branch.
At age 7, a racoon bit my finger on Angel Island.
At age 9, I started buying stocks.
At age 13, I learned how to legally avoid paying taxes on earnings from the stock.
Fast forward 25 years and now I’m a financial advisor.
I have an MBA in finance from a mediocre university.
I live in co-housing.
I care about improving the lives of animals we eat.
I have 4 button down shirts, 2 children, 217 Legos and 1 wife.
I’m a terrible cook.
If you claim to like modern art, we’re probably not a good fit.
I write about personal finance.
This TED talk impacted my life.
This is the best personal finance lecture I’ve ever seen.
415.637.5087
