Advisor at Graystone Advisor, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
I specialize in helping families make better financial decisions related to stock options and RSUs.
I know we’re saving enough for retirement in 401k’s, but my wife and I still have serious conversations about how to use her company stock to help live the life we want. Our issues require significant financial planning that firms focused on AUM can't help with.
In my free time, I coach my three kids sports teams, play softball, golf, ski in Incline Village, and work on the NYTimes Crossword puzzle with my wife, Jessica. If you ever see me out and about, I’m the guy wearing something UCLA, Chargers, Padres, or Warriors.
Listen to Aaron's podcast here: https://mindmoneyspectrum.buzzsprout.com/
Based on Graystone Advisor, LLC
$4000+/qtr
1% of income + 0.5% net worth, reviewed after 2 years.
Foster City, CA
California
Graystone Advisor, LLC
2019 - Present (7 years)
LPL Financial
2014 - 2019 (5 years)
Financial Telesis Inc.
2014 - 2019 (5 years)
Vantage Wealth Management
2010 - 2019 (9 years)
Vantage Wealth Management, LLC
2008 - 2019 (11 years)
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Is not active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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