Specialty
Investment Management
Mission
We partner with philanthropic families and non-profit organizations to create a lasting impact and make the world a better place.
Bio
As a philanthropic wealth advisor team based in Silicon Valley, we empower families and non-profit organizations to support innovative solutions to the most enduring social and sustainability challenges in their communities. By providing personalized strategies and guidance, we partner with our clients to make a meaningful and lasting impact on the world.
I’m passionate about serving our local community. Co-chairing a successful $20,000,000 capital campaign for Sunnyvale Community Services inspired me to pursue a philanthropy-driven practice. This opportunity expanded my appreciation for the hard work of charitable organizations; effective non-profits are the solution to the problems no one else is willing to take on. This was also reinforced while serving as the past president of the board for the Sunnyvale Chamber of Commerce, in my role as a Rotarian and an active philanthropist in our community.
I’m dedicated to continual learning and development. I completed my undergraduate education at Vanguard University of Southern California. I have earned the CERTIFIED FINANCIAL PLANNER™ certification and Accredited Asset Management Specialist™ and Chartered Retirement Planning Counselor™ designations. I continue to enrich myself through ongoing learning by attending industry and charitable-specific conferences and training programs.
Want to become one of our partners?
Fill out this form to get started!
