Financial advisors in San Francisco for Executive & Equity Compensation

Garrett Klekota is a Financial Advisor at Merrill Lynch Wealth Management. In this role, he focuses on connecting clients with the people, plans, and processes that align with their individual ambitions. He helps clients pursue personal goals such as planning for education funding, retirement lifestyle and healthcare coverage, and creating personalized strategies for long-term family objectives. His approach emphasizes simplicity and transparency to navigate the complexities of investing. Garrett's areas of focus include equity compensation services, legacy planning, liquidity management, managing new wealth, tax minimization, and retirement income. He holds the Personal Investment Advisor (PIA) designation and earned a Bachelor's degree from DePaul University. Garrett has been with Merrill for two years and is committed to helping clients prioritize and pursue the financial goals that matter most. Outside of his professional work, Garrett has personal interests in basketball, pickleball, singing, soccer, and tennis.

David Finci is a Senior Financial Advisor at Merrill Lynch Wealth Management, specializing in personalized wealth management strategies tailored to clients' long-term goals. With 19 years in the financial industry and 11 years at Merrill Lynch, he offers expertise in managing assets and liabilities through a holistic, goal-based planning approach, focusing on limiting investment portfolio risk. He predominantly works with high-tech executives and engineers in the Bay Area, advising on corporate stock option plans with tailored exit, hedging, and diversification strategies. Before joining Merrill Lynch in 2014, David served as a Financial Advisor and Vice President at Morgan Stanley from 2007 to 2014 and at Smith Barney from 2000 to 2007. Earlier in his career, he was Vice President for Institutional Taxable Fixed Income at Citicorp from 1990 to 1999. He holds a Bachelor's Degree from Boston University and the Personal Investment Advisor (PIA) designation. David is actively engaged in his community through participation in the SF Rotary Club in SOMA and maintains personal interests in scuba diving, tennis, and traveling. He adheres to a philosophy of working closely with clients one-on-one to develop customized financial strategies that align with their priorities.

Scott Buoy is a Private Wealth Advisor with Merrill Private Wealth Management in San Francisco. He has 11 years of experience in the financial industry, including 8 years with Merrill, where he focuses on advising entrepreneurs and C-suite executives. Scott and his team help clients structure their personal balance sheets from tax and estate perspectives, particularly in preparation for potential company exits such as IPOs or acquisitions. Their services include investment, credit, trust and estate planning, as well as philanthropic strategies. Scott began his career in 2003 advising high net worth clients and families, with prior experience at Goldman Sachs and JP Morgan. He holds a Personal Investment Advisor (PIA) designation. In addition to his private banking background, Scott has been an operating executive at enterprise software companies and launched a venture in the alternative energy sector. He earned a Bachelor of Science degree in accounting from Oregon State University and a Master of Business Administration from The Kellogg School of Management at Northwestern University. Outside of work, Scott enjoys basketball, football, golfing, reading, scuba diving, traveling, and spending time with his family.

Brianna Dunn is a Financial Advisor at Merrill Lynch Wealth Management with four years of experience in the industry and at the firm. She specializes in working with professionals and high-net-worth families, particularly during significant life transitions, to develop clear financial roadmaps that align with their personal goals. Her areas of expertise include family wealth management strategies, legacy planning, personal retirement planning, women and wealth, individual and corporate investment strategy, and tax minimization. Brianna holds a Bachelor’s Degree from Texas Christian University and has earned the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. She is also involved with the LEAD for Women Bay Area Chapter. Committed to offering a personalized and approachable client experience, Brianna works alongside her father and a team of professionals to deliver tailored financial planning services. Outside of her professional role, Brianna enjoys camping, pickleball, skiing, traveling, and spending time with her family. She also takes part in attending local concerts and comedy shows, as well as outdoor activities such as riding her dirt bike in the mountains.

Christopher Castro is a Senior Financial Advisor at Merrill Lynch Wealth Management, bringing over a decade of experience in the financial services industry, including eight years with Merrill since 2015. He focuses on delivering personalized wealth management strategies tailored to the unique financial goals of high-net-worth individuals, families, and their businesses. Christopher leverages the investment insights of Merrill and banking solutions from Bank of America to develop flexible strategies that address income and growth objectives. His approach emphasizes collaboration with clients' other trusted advisors and a consultative process based on listening to clients’ preferences and financial situations. His areas of expertise include executive compensation, family wealth management, liquidity management, portfolio management, retirement planning, and small business strategies. Christopher holds a bachelor's degree from the California State University System and has completed an accredited certificate program through the University of California System. He also holds professional designations as a Personal Investment Advisor (PIA) and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). Beyond his professional responsibilities, Christopher is involved in community service, volunteering with organizations such as the Boys and Girls Club and Church of the Roses. His personal interests include basketball, boating, camping, golfing, hiking, music, running, traveling, volleyball, and yoga.

Trenton Spallas is a Private Wealth Advisor based in San Francisco, affiliated with Merrill Private Wealth Management. He works primarily with founders, corporate executives, and general partners at venture capital and private equity firms. His practice focuses on managing family wealth complexities and simplifying financial lives to allow clients to concentrate on their families, businesses, and communities. With six years of industry experience and two years at Merrill, Trenton offers expertise in areas including corporate executive services, executive compensation, family wealth management strategies, endowments and non-profits, legacy planning, liquidity management, philanthropic planning, portfolio management, investment strategy, and tax minimization. He holds the Personal Investment Advisor (PIA) designation. Trenton earned both his Bachelor's degree and MBA from Willamette University. Outside of his professional pursuits, he has an interest in adventure sports, baseball, basketball, fishing, football, golfing, running, and traveling.

Matthew Mehigan is a Wealth Management Advisor with Merrill Lynch Wealth Management, where he has been serving clients for eight years. In this role, he works with a diverse client base—including business owners, affluent families, entrepreneurs, and executives—to develop personalized financial strategies aimed at achieving their financial and personal goals. Matthew is part of the Tumaneng & Thompson Group, which has over 20 years of experience helping clients plan for retirement, legacy, education, tax minimization, and socially responsible investing, among other areas. Matthew earned his bachelor's degree in Economics from the University of Oregon before relocating to San Francisco to join his current firm. In July 2022, he earned the CERTIFIED FINANCIAL PLANNER™ certification, reflecting his commitment to professional standards and thoughtful wealth management. Additionally, he holds the Personal Investment Advisor (PIA) designation. Outside of his professional work, Matthew is involved in community organizations including JOIN and the Oregon Food Bank. His personal interests include baseball, basketball, bowling, camping, cooking, golfing, music, reading, swimming, and spending time with his family.

Monroe Wealth Management is a financial planning firm that specializes with tech employees and business owners. Services include: IPO Event Planning (Pre and Post IPO) Public and Private Equity Compensation ISO, NSO, RSU, RSA, ESPP, etc. Concentrated Stock Strategies Cash Flow Optimization Real Estate Investing Tax Mitigation Strategies Retirement Planning College and Education Planning Family Planning Philanthropy Behavioral Finance and Financial Wellness Coaching Investment Management

Jerod Mah is a Private Wealth Manager with Merrill Private Wealth Management. He works with high net worth clients, including entrepreneurs, business owners, corporate executives, multi-generational families, family offices, private equity principals, and institutions. Jerod and his team maintain a selective client base to provide customized wealth management strategies and build long-term relationships tailored to individual financial goals and life transitions. Jerod has over 40 years of experience in the financial services industry and has spent his entire career at Merrill. His expertise encompasses managing complex wealth situations through market cycles and significant economic events. Jerod’s approach includes simplifying clients' financial lives, planning for liquidity events, facilitating family wealth conversations, and helping with legacy planning to transition wealth and values across generations. Jerod holds a Bachelor’s Degree from the University of Minnesota and maintains professional designations as a Certified Investment Management Analyst (CIMA) and Personal Investment Advisor (PIA). He has been actively involved with the University of Minnesota Foundation as a trustee and serves on investment advisory boards. In his personal time, Jerod enjoys golfing, tennis, and spending time with his family.

Sean Cook is a Senior Financial Advisor at Merrill Lynch Wealth Management with over 24 years of experience in the financial services industry. He joined Merrill Lynch in 2003 after three years at Morgan Stanley Dean Witter and focuses on creating customized wealth plans that align with each client’s specific needs. Sean employs a disciplined process of monitoring and adjusting plans to help clients achieve their financial goals while managing investment risk. Sean has extensive expertise in working with highly compensated professionals, particularly corporate attorneys, corporate employees with stock-based compensation, and retirees seeking income generation from their portfolios. His client focus areas include divorce transition planning, executive compensation, family wealth management strategies, personal retirement planning, portfolio management services, small business strategies, women and wealth, tax minimization, and retirement income. Sean earned his bachelor's degree from the University of California, Berkeley in 1995. He holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. Residing in Alameda with his wife and two sons, Sean is active in his community as a youth basketball and baseball coach and teaches adult and high school Bible classes at the Church of Christ in Hayward, California.