Wealth Advisor
Wealth Advisor
Parallel Advisors, LLC
Sep 2021 - Present | San Francisco Bay Area
Scharf Investments, LLC
Sep 2019 - Sep 2021 | Los Gatos, CA
KCM Investment Advisors
2006 - 2019
Saint Mary's College of California
2002 - 2006
We partner with clients by guiding them toward smart tax opportunities, planning ahead, and choosing investments that make sense for real life.
Navigate joint financial decisions, tax strategies and legacy planning together.
Personalized financial strategies tailored to your unique goals and life stage.
Focused wealth management and planning for long-term financial success.
Steward inherited assets with a thoughtful, long-term approach to growth and preservation.
Strategic wealth management for C-suite leaders and senior executives.
Maximize wealth accumulation with sophisticated tax and investment strategies.
Tailored financial planning for physicians, specialists, and healthcare leaders.
Optimize equity compensation and build long-term wealth with disciplined planning.
Integrate real estate holdings with comprehensive wealth planning.
Specialized expertise where I deliver the greatest value
Proactive tax planning to minimize liability and maximize after-tax wealth.
Sophisticated strategies for sustainable retirement income.
Comprehensive trust administration and fiduciary services for complex estates.
Strategic planning for real estate investment portfolios.
Navigate sudden wealth events with a disciplined, tax-efficient approach.
Market commentary and investment perspectives
Earnings Growth, A U.S./Iran Ceasefire and a Strong Economy Send Stocks to New Highs
Markets staged an impressive rebound in Q2, as strong corporate earnings and rising hopes for a U.S./Iran ceasefire pushed the S&P 500 to new all-time highs.
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Securities-Backed Lending: Strategy for Alternative Liquidity
Securities-backed lines of credit, also called pledged asset lines, allow eligible investors to borrow against a taxable investment portfolio without selling securities. They can provide liquidity for taxes, large purchases, or other short-term needs while allowing the portfolio to remain invested.
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The AI Boom: Why History Doesn't Always Reward the First Investors
Every generation encounters a technology that feels unlike anything before it. Today, that's artificial intelligence. Corporate profits represent one of the largest shares of the economy in decades, and hundreds of billions of dollars are flowing into data centers and power infrastructure. History offers examples of transformative technologies changing the world while many early investors failed to earn the returns they expected.
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