Think Different Financial Planning with a Longer Name

A San Francisco area Law Firm and Accounting Firm specializing in Advice - Only, Holistic Financial Planning, Investment Planning, Tax Planning, Personal Growth & Development

During my wealth management career, I’ve developed specialized expertise in the unique financial needs of Silicon Valley professionals.

I earned a Bachelor of Science in Business Administration with a concentration in Finance from San Jose State University. After graduating, I obtained my Certified Financial Planner™ (CFP®) designation while working at Raub Brock Capital Management in Larkspur, CA. I later joined Opes Wealth Management in Menlo Park, CA, further deepening my experience serving clients in the Bay Area tech community.

Born and raised in Palo Alto, I have deep roots in the Bay Area and a passion for giving back. I serve as a mentor at TIDE Academy, a public high school in Menlo Park, and am an active member of both the National Association of Personal Financial Advisors (NAPFA) and the XY Planning Network.

Outside of work, I’m a lifelong Warriors and Niners fan, avid reader, podcast listener, and fitness enthusiast. I live in Redwood City with my wife, Helene, and our daughter, Penny.Born and raised in Palo Alto, I have deep roots in the Bay Area and a passion for giving back. I serve as a mentor at TIDE Academy, a public high school in Menlo Park, and am an active member of both the National Association of Personal Financial Advisors (NAPFA) and the XY Planning Network.

Intro video

Pricing at Farther is straightforward and transparent. Our fees are typically based on a percentage of assets under management (AUM), ensuring our interests are aligned with yours as your portfolio grows. This approach allows us to provide comprehensive, ongoing advice and service tailored to your needs, with no hidden costs or commissions—just clear, value-driven guidance every step of the way.

Fees are subject to change.  Contact this advisor for their most up to date fees.