Arnie Cabiles

Much like you don't wait to join a gym until you're healthy, you shouldn't wait to work with a financial planner until you're wealthy. Unfortunately, the financial industry historically only wants to work with clients who have <insert any seven-digit-minimum amount of assets>. The good news is there are now plenty of financial planners who will gladly work with clients regardless of how much they have already saved. I am one of those planners. ;) I've been a financial planner for over a decade now, and I've worked lots of different clients from all walks of life. I've come to learn that sticking to the basics and keeping things simple is the best approach when helping clients develop a financial plan. My role is to help guide you on your path to financial freedom. New clients start with a financial plan. This is where we talk about your goals, time horizon, and all the numbers. We’ll review different scenarios so you can see what’s possible. By the end of the initial plan, you should be up and running, moving in the general direction of your goals. In six months (or sooner, if you prefer), we’ll meet to review how things are going and make any needed adjustments. From there on, we’ll talk about any future meetings that may be beneficial.

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.

Holzberg Wealth Management is a family-owned and operated financial planning and investment management firm based in Marin County, CA. As your financial advisors, we serve you as a fiduciary and are fee-only, so we never receive commissions of any kind. We help individuals and families like you in the greater San Francisco Bay Area and virtually nationwide with the financial decision-making process to organize, grow, and protect your assets. Marcus is a CERTIFIED FINANCIAL PLANNER™ at Holzberg Wealth Management. Before joining the firm, Marcus worked for the private equity and consulting firm AlphaSights in downtown San Francisco. From there, he moved to Manhattan, working in the entertainment industry for Sloss Eckhouse Dasti Haynes LawCo and Cinetic Media. During his time at the firms, he worked across both companies in various advisory capacities, including business and legal affairs, financing, corporate consulting, brand relations, and more.

Sean Perez is a Financial Consultant at Fidelity Investments, a position he has held since 2023. He has been with Fidelity since 2021, previously serving as an Investment Consultant and a Financial Representative. In his current role, Sean focuses on assisting clients and their families by leveraging Fidelity's products and services to help them advance toward their financial goals. Sean holds a California Insurance License, supporting his ability to provide comprehensive financial advice. His professional approach centers on understanding clients' unique financial journeys and providing tailored coaching to meet their needs. Outside of his professional responsibilities, Sean engages in family activities, fitness, social events, parenthood, running, and volunteering.

Mike Yasin is a Financial Consultant currently working at Fidelity Investments since 2024. In this role, he focuses on empowering clients to pursue their financial goals through personalized planning and emphasizes effective communication and relationship-building. Prior to his current position, Mike worked in Sales and Relationship Management at BNY Mellon from 2011 to 2024. His professional experience spans wealth accumulation and preservation, guiding individuals and families through financial planning processes. Mike holds a California Insurance License. Outside of his professional work, he engages in family activities, fitness, music, photography, running, and scuba diving.

Tamika Workmon is a Wealth Management Planning Consultant at Fidelity Investment, a position she has held since 2021. In this role, she collaborates with clients and their Wealth Management Advisors to develop customized financial plans that align with clients' short- and long-term goals. Prior to joining Fidelity Investment, Tamika worked as a Financial Advisor at MassMutual from 2019 to 2021 and at Merrill Lynch from 2011 to 2013. Tamika holds insurance licenses in Arkansas and California, supporting her expertise in wealth management and financial planning. She emphasizes forming strong relationships with clients and their families, focusing on trust, reliability, and competency. Outside of her professional work, Tamika enjoys football, singing, softball, swimming, spending time at the lake, and socializing with friends.