As a Financial Advisor at Equitable Advisors, I help individuals, families, and business owners to simplify their lives and achieve their financial goals. By first getting to know you – understanding your values, wants and needs, goals, aspirations, and even what keeps you up at night – we can ...more

As a Financial Advisor at Equitable Advisors, I help individuals, families, and business owners to simplify their lives and achieve their financial goals. By first getting to know you – understanding your values, wants and needs, goals, aspirations, and even what keeps you up at night – we can build a holistic, comprehensive financial plan that acts as the foundation for decisions about investing, saving, retirement, and generational/estate planning. Most of my clients did not have a clear understanding of what a financial advisor even does prior meeting me. Here’s a list of the services I provide: • Financial planning and analysis, including planning for retirement, major life events (buying/selling real estate, sending a child to college, etc.), or raising a family. • Investment management • Tax-efficient distribution planning • Solutions for dealing with large company stock positions, RSUs and ESOPs • Insurance, annuities and structured products Additionally, I am supported by team of seasoned advisors at Equitable with expertise in business valuation and transition planning, 401(k) and benefits plan formation, and charitable giving. I was born in San Francisco and I have a deep love of the City by the Bay, especially the neighborhood of Dogpatch where I live. You’re most likely to find me at the Equitable Advisors’ downtown San Francisco office, sailing in the Bay out of South Beach Yacht Club, or playing bocce ball at Progress Park in Dogpatch!less