Following a successful career in high-tech, I followed my passion and transitioned to a career as a Financial Planner and Wealth Advisor. Here’s a little more about my journey.

Early in my high-tech career, during those early, heady days of the internet, I was working at a booming software company. We worked long, crazy hours. Our company (and many others) went public and suddenly just about every conversation seemed to revolve around to how to manage potential wealth in the form of stock options and ESPPs. Note, it was potential wealth, not guaranteed wealth. (If you remember that time, you probably know that the outcomes weren’t always positive.)

The truth is that, back then, most of us didn’t have knowledge or experience with managing surplus cash or employer stock. Should we sell it? Reinvest it? Should we buy a house, a new car? We all worked so much we didn’t have much time to figure it out. (And we didn’t know who to ask.) Retirement seemed so far in the future…but then, suddenly it wasn’t.

Sound familiar? I’ve been there… I spent 20+ years working for high-tech companies, so I know the challenges you face.

Figuring out how to deal with the challenges and complexities of my own financial life inspired me to consider a second career as a financial planner. I had always been fascinated by personal finance, so I learned as much as I could about the benefits available to me: the wisdom of buying into my ESPP program, waiting it out when the stock dipped, diversifying my stock holdings, and understanding how stock proceeds were taxed. I shared my knowledge with friends and colleagues and encouraged them to make smart financial decisions. Along the way, I discovered how much I loved supporting people through the process of financial planning. I realized that I thrived on helping people like you figure out how to handle these important financial questions.

I loved helping so much, I decided to go pro — and a new career as a fee-only financial planner was launched.

First, I went back to school to become a CERTIFIED FINANCIAL PLANNER TM professional (the gold standard for financial advice) and learned about important financial planning topics such as insurance, taxes, investing, retirement strategies, and estate planning. I also passed some pretty challenging exams! All of that time and effort was worth it, because it gave me the tools I needed to be the type of advisor that I would want for myself: an advisor that is knowledgeable as well as a fiduciary (that is, required to put the client’s interests first); an advisor who is empathetic; an advisor that wants to teach, advise, and partner with clients through the ups and downs of the journey.

Are you struggling to get control of your compensation and benefits, stock options, RSUs, and ESPPs, but too busy to tackle it?

I am an independent Registered Investment Advisor and fee-only fiduciary. I don’t sell any financial products; I provide insights, advice, and encouragement. If this sounds like what you’re looking for in an advisor, let’s talk!

 

Memberships and Affiliations:

  • Candidate for CFP® certification
  • Member, Financial Planning Association of Silicon Valley
  • NAPFA Associate member