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/

Faith is a CERTIFIED FINANCIAL PLANNER™ professional and the founder of Chrysalid Financial. Our clients: We serve high achieving mid-career women in Tech with equity compensation. Whether you are too busy to manage your complex finances, feel overwhelmed by decisions about your equity compensation or wondering if your finances align with your goals, we’re available to assist as a trusted advisor. We offer expert guidance to optimize your complex finances and navigate the milestones and multi-faceted decisions stemming from your RSUs, Stock Options, ESPP and company stock. We help you: • Strategize for and optimize equity compensation. • Leverage your compensation to achieve your financial goals; whether it’s buying a home, taking a sabbatical or financial independence. • Understand, maximize and utilize employee benefits. • We manage your investments to align with your financial goals. Why Partner with Us? • Collaborative Process: Together we collaborate to optimize your complex finances. • Emphasis on you: Emphasis is on you, the future you envision, helping attain it! • We’ve walked in your shoes: As seasoned high achieving professionals in a dynamic landscape. Managing a demanding career, a busy personal life and navigating key equity compensation milestones. Want to find out more about our services, approach and how we can work together? Schedule an Introductory Call at: https://chrysalidfinancial.com/book-consultation/ Faith’s professional and educational background: Prior to Launching Chrysalid Financial Faith counseled high net-worth families with cross-border lifestyles and finances. As a former spouse to a technology professional, she brings personal experience to helping clients navigate decisions regarding equity compensation and the myriad of other employee benefits specific to the Tech industry. Previously, Faith provided consulting and research services to pension plans, foundations and endowments for 19 years as an investment professional and employee benefits consultant. Faith has an MBA in Finance from the University of Chicago Booth School of Business and has BSc. Degrees Information Systems and Business Administration. In addition to being a CFP® professional, she is a member of the Financial Planning Association, through which she volunteers as a pro-bono financial planner. Having lived on four continents and worked on three, Faith likes to travel in her free time – sampling new cuisines along the way.

I am the Founder of CareGen Wealth Management and a Wealth Advisor providing fee-only financial planning and wealth management services with customized solutions for my clients, with a primary focus on women. My clients may be divorced, retireed, widowed, or recent inheritors. They're looking for someone to literally and/or figuratively sit right next to them, hip to hip, as they make financial decisions that impact their lives and the lives of those who are important to them. My ultimate goal is to empower my clients to believe in themselves, make the most of their resources, make smart decisions, and forge better financial outcomes. I am a CERTIFIED FINANCIAL PLANNER™ professional, a Certified Divorce Financial Analyst® professional, and hold the Accredited Behavioral Finance Professional(℠) credential. Prior to starting my own firm, I was a Vice President with Goldman Sachs, Personal Financial Management and have worked in the financial services industry since 2006 following an earlier career working in the aerospace and information systems industries. I studied Financial Planning at UC Berkeley, have an MBA from the University of Southern California, and a Bachelors degree in Mathematics and Economics from UC Santa Barbara. I live in the San Francisco, California area with my husband and when I'm not working with clients, I love to spend time in Brooklyn, Phoenix, and Los Angeles with my three grown children. (If you're curious, ask me about how this relates to my "Family Mission Statement".) I also enjoy spending time in Park City, Utah downhill skiing, hiking, or seeing films at the annual Sundance Film Festival.

I’m Sheila McGinn, a CERTIFIED FINANCIAL PLANNER™ professional, and founder of Brightview Financial. I spent over 20 years working in the tech industry, and I know the challenges you’re facing right now. I’ve walked your same path, so I understand how frustrating it can be to take every financial step with a feeling of uncertainty. Brightview Financial Solutions serves clients in the San Francisco Bay Area and beyond. Investment Management and Comprehensive Financial Planning are the core of our service offering. This means evaluating your unique circumstances and working with you to develop and implement a financial plan designed to help you achieve financial goals. We can help you: • Define your financial and life goals and then implement a plan for reaching them. • Stay focused on current spending goals so you can reach your long-term saving goals. • Optimize the myriad types of employer equity compensation such as ISOs, NQSOs, RSUs, and ESPPs. • Develop a long-term investment strategy that is appropriate for your timeframe and risk tolerance. • Prepare for the risks you don't anticipate.

I have been practicing financial planning since 2008 and came to this profession out of a desire to help others and work in a meaningful profession where I can impact lives positively. A graduate of Smith College, I worked in consulting and marketing earlier in my career and came to financial planning later. My broad experience and liberal arts education have been helpful in understanding a range of different clients in various life situations. Having lived in France, India and the UK, I have international skills to bring to those with cross border situations. I founded my own firm in 2015 and merged with Tamarind Financial Planning, in October of 2022. George Kinder's Life Planning training allowed me to delve deeper into the part of client's lives that focuses on what they want to get out of their time on this earth so we can direct their finances towards that. I love the outdoors, yoga, Pilates, reading, creative writing and meditation. Married to an academic working in Climate Finance means at times spending significant time in other countries and travelling. Our two children are now pursuing their studies so we are fresh empty nesters!

When I faced a life-changing challenge that required me to step back from work, I learned the importance of financial peace firsthand. Because my finances were organized, I could focus on healing without worrying about affording treatment or how long I could go without income. That mental clarity was as important as any medical care I received. Now, I bring both the technical expertise as a CPA/PFS and CFP® professional, and the real-world understanding of how financial stability creates freedom when life takes unexpected turns. Because it inevitably will, whether that’s wanting to pursue a career change, evolving family responsibilities, or going after new opportunities without financial stress. As your financial planner, my goal is to help you build an emotional and practical sense of security around money. The numbers and strategies matter, but they're really about creating space for you to live fully, knowing that whatever comes your way, you'll have the financial foundation to handle it with grace. I'm honored to partner with you in creating your WealthPeace.

Lisa Hughes is a Wealth Management Advisor at Merrill Lynch Wealth Management. She has over 30 years of experience providing personalized wealth management services and strategies to a diverse group of clients. Lisa's approach focuses on understanding the unique circumstances and values of each client before addressing their investment needs. She works with a professional team to manage the long-term challenges and daily demands of substantial wealth. Her expertise includes capital preservation, tax minimization, and lifetime cash flow strategies. Lisa emphasizes diversified portfolio development, alternative investments, and money manager selections. She also addresses concentrated stock issues and collaborates with clients' other advisors on estate planning techniques. Lisa holds several professional designations, including Chartered Financial Consultant (ChFC), Certified Financial Planner (CFP), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). She earned her bachelor's degree from the University of California at Berkeley. Originally from the East Bay, Lisa currently resides on the Peninsula. She has served on her homeowner association board and as the landscape committee chair. Lisa has volunteered with Pet Partners and participates in the local art community, enjoying oil painting. Her personal interests also include gardening, hiking, and yoga.

Darrin Chow is a Financial Consultant currently working at Fidelity Investments since 2022. He has extensive experience in the financial services industry, having held positions such as Senior Financial Consultant at E*TRADE Securities, LLC from 2014 to 2022, Financial Advisor at BancWest Investment Services, Inc. from 2013 to 2014, Financial Solutions Advisor at Merrill Edge from 2011 to 2013, and Paraplanner at Ameriprise Financial Services, Inc. from 2010 to 2011. His professional approach involves collaborating with clients to co-create customized strategies that focus on their long-term financial goals. Darrin holds a California Insurance License, which supports his advisory capabilities. No additional information about education, credentials, personal interests, or community involvement has been provided.

Daniel Walsh is a Wealth Management Advisor at Merrill Lynch Wealth Management. He and his team provide customized advice and wealth management services for highly affluent families, addressing concentrated stock issues, liquidity, hedging, risk reduction, diversified portfolio development, alternative investments, and money manager selection. Before joining Merrill Lynch, Daniel served seven years as a U.S. Naval Aviator and two years as an institutional equities trader. He holds a B.A. degree in Architecture from the University of California-Berkeley and an M.B.A. from Stanford University. He has earned the Certified Investment Management Analyst® (CIMA®) designation awarded by the Investments & Wealth Institute™. Additionally, he holds the Personal Investment Advisor (PIA) designation. Daniel and his wife Katrine raised their children in San Carlos, California. He is involved in his community, having served as Vice President of the San Carlos United Soccer Club, and is a U.S. Soccer Federation licensed referee. His personal interests include biking, hiking, music, photography, reading, refereeing, scuba diving, skiing, soccer, and spending time with his family.