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1999 Harrison St
Suite 2200
Oakland, CA 94612
US
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Welcome

Your equity compensation can play a significant role in your overall financial picture. As your Workplace Advisor for Equity Compensation and a Financial Advisor, I'm here to help you align your equity compensation strategy with your broader financial goals. My aim is to help you to preserve and grow your wealth, connecting you with the resources you need when you need them.

Securities Agent: SC, PA, FL, AL, OR, OH, NM, MD, IN, IL, MA, ID, HI, CO, AZ, AR, OK, NY, NV, NE, NC, GA, DE, WV, SD, NJ, WA, UT, NH, MI, IA, CA, AK, WI, VT, VA, RI, MO, KY, PR, MT, ME, LA, KS, CT, WY, TN, MS, MN, DC, TX; General Securities Representative; Investment Advisor Representative
NMLS#: 1778298
CA Insurance License #: 0M54446
Your equity compensation plan opens up a world of financial possibilities.

As a Financial Advisor specializing in equity compensation, I have experience helping clients manage their equity awards as part of their larger financial picture and can help you define a strategy that aligns with both your current needs and future financial goals.
MANAGE YOUR AWARDS

Your equity award journey is always evolving and I’m here to help at every step of the way. Together we can make sure you stay on top of key milestones, including vesting events or options expirations.

PICTURE YOUR FUTURE

Your equity compensation is a powerful tool to help you achieve your financial goals. By working with you to understand your needs and objectives, I can help you make decisions about your equity awards that help support your broader financial picture.

BUILD A PLAN

Having a plan can help you stay on track towards meeting your goals. Together we can implement a goals-based plan, that takes your equity awards in to account, and adjusts it as your goals and markets change.

Frequently Asked Questions

Working with Us

Equity Compensation 101
Equity Compensation 101

Equity Compensation 101

Equity compensation packages vary, and it is helpful to understand the common types of programs, lifecycles, key terms and tax impacts so you can be grounded in the basics.

Retirement 101
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Retirement 101

Whether you’re nearing retirement or just starting your career, it’s always the right time to save for the years ahead. Here are some key things to know about achieving your retirement goals.

Family Finances
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Family Finances

Whether you are recently married, savings for your kid’s college or caring for aging parents, most big life events have financial implications. Learn how you can plan for them.

Ready to invest in what matters to you?

Check the Background of Our Firm and Investment Professionals on FINRA’s BrokerCheck. *
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