About you

You work hard and you’re great at what you do. Your ambition has rewarded you and your family well. Now it’s time to nurture your wealth.

A busy career and family life leaves little time and energy to focus on your financial health. Yet, you are at the most critical stage of your financial life. Not only are you striving to ensure your children are setup for a bright future, you need to make sure your own goals are on target.

Like most people seeking a planner, you want to make sure you’re on the path to success. Unlike most people, you have a compensation structure that is largely dependent on more than a salary. 

The wrong moves can lead to paying thousands in unnecessary taxes. The right moves can lead to incredible, life changing results.

Let me help you make the right moves.

The Smart Path Advantage

Tech-Industry Focused

Vesting schedules, single-stock concentration, trading windows, equity grants, and stock options can be complex. You need a strategy that will not only mitigate taxes, but also ties in to your financial goals. With retirement, insurance, college, tax, and estate planning, you will have a comprehensive strategy that makes the most of your various income sources and investment vehicles.

Investment Expertise

Algorithm-driven portfolios work well if you are seeking average market returns. If you want to reach your goals faster, you’ll need to be better than average. Smart Path performs deep research to identify great companies that produce strong long-term investment returns while minimizing risk.

Flat Fee

Traditional advisor fees hinder growth and provide misaligned incentives. Even “unbiased” fee-only advisors fees are dependent on accumulating client assets to grow their business. With a cap on fees that does not increase with how much you invest, you can grow your portfolio with the assurance that your investment advice is truly unbiased.

About Palbir

With nearly 20 years of investment experience, I decided to launch my own advisory firm in 2015. Four years into founding Smart Path Wealth Management, I am most proud of helping clients in my community get closer to what matters — spending less time worrying about their finances, and more time focusing on what’s important – their family, friends, businesses, careers, and hobbies.

Prior to Smart Path, I spent some time working as an analyst for various technology companies in the Bay Area. It is here I began to understand the unique needs of IT Professionals and those who work for tech companies. A demanding career and personal life leaves little time for researching your financial life. I now take great pride in helping clients in my community achieve financial freedom.

I also spent some time as a research analyst and investment writer for The Motley Fool. It is here I got to showcase my passion for researching and analyzing great businesses. You can get a feel for my business analysis, research process, and investing style by reading my articles here

My educational background includes a Master of Science degree in Financial Analysis and Investment Management from Saint Mary’s College of California in Moraga. As a CFA® Charterholder, clients can expect to work with an ethical advisor who puts clients first and exhibits strong investment expertise.

As for my personal life

I live in Dublin with my beautiful wife and two, always happy and never annoying children. Weekends typically involve hiking, birthday parties, sports, game boards, and spending time in our favorite Livermore wineries. Our financial plan includes striving for a retirement home on the beach where our families can gather for generations to come.

Features and Affiliations

Ready to get on
the right path?