Overview

Silicon Valley based RIA, focused on premier advisory and asset management for local tech executives. RIA owner/lead advisor began career in 1999, and has managed client monies through multiple crises. All advisory & support staff on team are under age 45, with a common desire to continue sustainable organic growth as well as complete acquisitions over next several decades. Practice prides itself on exceptional diligence, prompt follow-up and defense first asset management style. Rapid growth over last 10 years has come through referrals from satisfied clients and trusting CPA's.

Market
Advisor/RIA
Member Level
Chalice
Last Activity
6 months or more

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