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.

It is a myth that you need to be ultra-wealthy in order to live a life with impact. You can start living well and making an impact in your communities right HERE and right NOW. At Bridgelane Financial, our goals are to assist you in developing a financial plan to live out a life that reflects your values. Maureen Recker is CFP®, a philanthropist, a mother of two and a community educator. She graduated with a B.S. from Indiana University and an MBA from Duke University. Maureen started her career in corporate finance and institution banking. After taking some time off to raise two children, she re-entered into a career in financial planning to work with clients in a more intimate and personal level. Clients’ satisfaction gives her gratification and encourages her to further her professional development and personal growth.

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.

We work with people who want a long-term partnership where together we create a plan that uses your money and resources to live a fulfilling life that aligns with your deepest values while creating positive change in the world. We focus on who you are and what it is you want for yourself and loved ones. My passion is making financial planning an approachable and enjoyable experience. I became a CERTIFIED FINANCIAL PLANNER™ to help people find solutions for their financial needs but soon realized that traditional financial planning was designed for a male head of household with a certain amount of wealth. Since I am most passionate about equality for women and the LGBTQ community, I realized that I needed additional skills to make financial planning meet our specific needs. So, I became a certified coach which allows me and my clients to go deeper to explore and clarify their individual values and goals. Once we’ve figured out what their ideal life looks like and what is really important to them, we can create a financial plan designed for them. Anyone who knows me knows of my deep love of pastries. I started my career as a pastry chef, fully embracing my creativity, a love of science and math, and delight in creating delicious concoctions. I loved this career, until one day I had an epiphany: My love of numbers and baking science acumen could be used in better ways to help the world. Turns out I like baking more as a hobby than as a career. No more petit fours! I returned to college as a women studies major determined to help women realize their potential and gain equality. Upon self-reflection I realized that I had a lot of passion but lacked any real skills to make the change in the world that I sought to make. Around this time my grandfather died, and I started helping my grandmother with her finances. We sought out information and together we came up with a financial plan for her new life alone. Helping my grandmother become financially independent was exactly the type of impact I wanted to have on other women’s lives. My career path was born.

I specialize in growing families that work in the medical and technology industries. My wife has worked as a physician since 2013, so I'm familiar with the challenges that those in the industry face. Geographically, we are located in the Bay Area, so my practice has naturally become split between medical professionals as well as those working at tech companies, with a significant portion coming from Google.

In 2009 I founded Game Theory Academy, a nonprofit that teaches financial skills to teenagers through the lens of strategic decision-making. My favorite part of that work has been guiding young people to set their own goals outside of what their grownups want for them and then align their day-to-day decisions with those goals. I bring that same strategic curiosity to financial planning for you. Prior to Game Theory Academy, I was CFO of a news media organization. I hold an MBA from Yale and a BA in Political Science from UC Berkeley. I am a CFP® professional, and a member of the XY Planning Network and National Association of Personal Financial Advisors. I have a lifelong interest in economics and am excited to work with you to do the heavy lifting of financial planning so you can focus on what you love to do. When I’m not creating financial plans, I’m the mother of a child with avid and ever-changing interests. I love to play guitar and sing bluegrass, roots, and old-time music, with a pop twist.

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

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.

Fiat Lux Financial Planning's core values are rooted in the belief that financial planning should be accessible to everyone, regardless of their wealth or stage in life. We aim to listen closely, clarify complex topics, and increase clients' confidence in their financial decisions. Our founder, Kate Wilusz embarked on her financial planning career in 2004. Over the course of two decades, she established a highly regarded financial advisory firm and emerged as a prominent figure in the Bay Area financial planning community. In 2024, driven by the desire to extend high-quality financial planning services to a broader audience, Kate founded Fiat Lux. Kate's financial planning expertise includes retirement planning, insurance analysis, employee benefits, tax strategies, education planning, and estate planning. She also possesses extensive knowledge in equity compensation, executive compensation, investment real estate, liquidity events and small business topics. Kate is currently pursuing a master’s degree in advanced financial planning as part of her commitment to being a lifelong learner. She participates in national and local financial planning communities and actively contributes her expertise through pro bono initiatives. Beyond her work, Kate enjoys exploring redwood forests and coastal trails, traveling the globe, and adventures in her 1972 VW bus.