It's important to feel confident you are handling your money optimally.
It's time to be informed & grow your wealth
It’s important to feel confident you are handling your money optimally. My process is educational, comprehensive, and tailored to your unique needs.
Whether your question is about what to do today, in ten or thirty years, I can give you an answer in a data-driven, holistic manner.
These are examples of how I can help you
Case studies are for illustrative purposes only and may not fit every individual’s unique circumstance. These case studies are not intended to provide financial, legal or tax advice. Please consult with a tax, legal or financial professional for such advice.
My company is going public, what should I do to prepare?
How do I figure out the "right" mix of investments for me?
How can I sell my shares to buy a house without triggering a massive tax bill?
Growing up in an immigrant family
shaped just about my every perspective. From broader topics like the world, life, and aspirations, to challenging conversations surrounding money, legacy wealth, and the power of manifestation, my upbringing and my mother’s strong mindset instilled a motivation in me to be a business owner.
After college I found myself wanting to learn more about the intricacies of business and decided to pursue an MBA while simultaneously stepping into the finance industry. As I moved through two unique experiences, I began to take note of the culture and business models many well-known firms were founded on, quickly realizing how outdated these values were in the eyes of my generation.
All while having these profound realizations, I met my wife, who concurrently gave me a first-hand perspective on the financial life of a Millennial in tech. My observations combined with my wife’s firsthand experience confirmed the large opportunity I had noticed in the tech space.
From that moment on, I became committed to creating a wealth management firm that addresses the needs, constraints, concerns, and opportunities that are inherent to the niche group of millennials in the tech industry who experience specific pain points.
Today, years later, my wife and I live in Atlanta, Georgia and recently welcomed our first child.