As a Wealth Management Advisor with over 18 years of experience, I specialize in developing sophisticated, personalized financial strategies for high-net-worth clients. Strong track record of working in individual securities, investment advisory, mutual funds, trading, and fundamental analysis, I ...more

As a Wealth Management Advisor with over 18 years of experience, I specialize in developing sophisticated, personalized financial strategies for high-net-worth clients. Strong track record of working in individual securities, investment advisory, mutual funds, trading, and fundamental analysis, I build strong, trusted partnerships with executives at top tech companies in Northern California, managing portfolios exceeding $2M, and driving business growth through strategic partnerships. My client-focused methodology ensures tailored portfolio allocations that maximize wealth growth and preservation, guiding clients toward achieving both their financial and personal goalsless