Louis Dagen

Dave's experience in investment management and financial planning uniquely position him to serve as his client's independent trusted advisor - a personal chief financial officer that can discreetly navigate the tides affecting your financial life. ​ Professional highlights include portfolio management on Union Bank municipal investment team which earned recognition as the best in the industry by Barron's in 2008 and 2009; lead investment management responsibility at a $300M financial planning firm; and working with amazing entrepreneurs, executives, and families. ​ David's education includes a Chartered Financial Analyst (CFA) designation, a Certified Financial Planning (CFP) designation, and a U.C. Berkeley bachelor's degree where he conducted a study on evidenced based investment management with Haas Professor of Investments David Distad. ​ David launched PFM to continue building upon his vision of complete personal financial management: discreet and unwavering focus on how expert financial management can help a client achieve her goals. From setting and achieving goals, to preparing you for all of life's contingencies and investing for your future - David helps his client's understand what they should be doing, and then helps them get it done.

I'm a CERTIFIED FINANCIAL PLANNER™ and founder of Collabria Capital, Inc., a San Ramon-based fee-only fiduciary financial planning firm serving the Bay Area and virtual clients nationwide. I started Collabria Capital because I believe financial planning should be collaborative, transparent, and centered around what truly matters — people’s lives, not just their portfolios. Over the years, I’ve met too many hardworking professionals who’ve done all the “right” things financially but still feel unsure about their future. My goal is to bring clarity and confidence to that picture. Originally from Montreal, I moved to the Bay Area in 1997 and quickly came to appreciate the unique blend of innovation, opportunity, and complexity that defines life here. Having raised three kids, I understand firsthand how financial priorities evolve — from career growth and family needs to preparing for a more flexible, fulfilling next chapter. I work primarily with mid- to late-career professionals who want straightforward, fiduciary advice on everything from stock options and deferred compensation to retirement and tax planning. My approach is simple: listen carefully, bring clarity to complexity, and help clients make decisions that align their finances with their values. Outside of work, I enjoy playing guitar, exploring new trails, and spending time with those I care about. For me, financial planning has always been about more than numbers — it’s about creating the freedom to focus on what truly matters.

Greg is a Fee Only Financial Advisor, supporting clients through all phases of financial life. Specializing in Employee Equity Compensation Planning, Greg helps clients understand their options related to ISOs, NQSOs, RSUs, ESPPs and more, working with clients to understand how to use their benefits to achieve their financial goals. Whether you have one or many financial questions, and need help deciphering your options, Greg can help you navigate your financial decision making.

I'm a Certified Financial Planner™ with over 20 years of experience in financial services. I began my career as a paraplanner at Merrill Lynch and Lincoln Financial, then spent more than a decade building financial planning platforms at Fiserv and US Bank. That work gave me a strong foundation in the technical side of planning, but what I always valued most was the human side. I’ve returned to working directly with individuals because I believe financial planning is deeply personal. It’s not just about spreadsheets or investments, it’s about aligning your money with the life you want to live. I founded Worthique to provide a space where you can talk openly about your finances without fear or judgment. I offer thoughtful, clear guidance to help you take ownership of your financial future, on your terms. My approach blends empathy with technical expertise across: Retirement planning Tax strategy Equity compensation Estate planning Investment management Financial planning, for me, is about helping you connect your values with your goals and make decisions with confidence. I’m here to listen, to guide, and to help you build a plan that reflects your worth.