I am the founder of Orchard City Wealth Management, LLC, a comprehensive, fee-only wealth management firm, specializing in working with families and busy professionals, who often have tax planning concerns around various forms of equity compensation, and want to understand their options yet want a professional advisor to manage the details. My firm was founded to help clients develop a financial plan regardless of their net worth. I am committed to people and relationships, not products tied to incentives. As a fiduciary, I sit on the same side of the table as my clients.
Outside of the office, I enjoy spending time with my family at the beach or hiking one of the many trails in the Bay Area.
Specialties: Personal tax planning & optimization, equity compensation analysis, strategic financial planning, and investments.