Helping Bay Area tech professionals set their families up for financial success.
Smart Path Wealth Management provides strategic financial planning and investment management services to Bay Area professionals working in the technology industry. I specialize in equity compensation planning, investment management, college and tax planning.
My goal is to help you plan for and invest your money better so you can make work optional and create a legacy for future generations.
Comprehensive Financial Planning
Starts at $2,000. Hourly services also available.
Develop a holistic financial strategy with actionable steps on how to get reach your grandest goals. A comprehensive plan will cover your equity strategy, retirement, college planning, employee benefits, insurance, tax strategies, cash flow management, and estate planning.
STARTS AT 1% of Assets Under Management.
By investing in the best companies of the future, you can accelerate your path to wealth. Instead of using cookie-cutter “model portfolios”, I will create an investment strategy that is unique to you and your goals.
Increase your wealth with money-making tips on equity compensation, financial planning, and investing.
Sign up for my newsletter today and you’ll also receive my free e-book: The Tri-Valley Tech Professional’s Ultimate Guide to Wealth!
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