Team
We use a team-based approach in helping you meet your financial goals. In addition to managing your financial affairs, we oversee and coordinate the services of other professionals, including:
- Estate Planning Attorneys
- Tax Professionals
- Real Estate Agents
- Insurance Professionals
This allows us to verify that all of your financial decisions are coordinated in keeping you on track towards your goals. It is through this coordinated effort that much of the value of financial planning is realized.
Our team of professionals and service providers is led by:
Scott has been a Certified Financial Planner® since 2004 and a Certified Public Accountant since 2003. He has been providing personal financial services to individuals since 1999 in Silicon Valley and throughout northern California....