Financial Services Entrepreneur and Contributor to Business Insider's "Your Money." Founder of Rapport Financial, Previous experience with: Merrill Lynch, HighTower Advisors and Alliance Bernstein.
I built the entire infrastructure/operations/technology offering for my self-sustainable Registered Investment Advisory Firm (RIA), Rapport Financial. This was curated from 7 years of experience working in 3 different wealth management business models including: Wirehouse, RIA Aggregator, and Fully Independent RIA.
I bootstrapped my Independent RIA Firm at the age of 29 years old and hit profitability in 6 months. If you're considering starting your own independent RIA firm, or transitioning and need help evaluating different platforms including: Wirehouse, RIA Aggregator, Independent, I can advise you!
I have experience advising dozens of tech professionals in the Bay Area at both private and public companies with their stock options planning and tax efficient disposition. I'm also a contributor to Business Insider's "Your Money" section covering stock based compensation and startup equity.