Hi! I'm Stanley, a fee-only financial planner based in the San Francisco Bay Area. I founded DRS Financial Partners to help equity-compensated tech professionals steer through the complexities of their equity compensation and ever-changing lives, committing to an objective approach and fiduciary standard. Fascinated with the stock market since I was young, I began my career at a boutique wealth management firm in SF and quickly discovered how rewarding it is to help people gain clarity around their finances and make decisions with confidence. Whether it's preparing for a liquidity event or starting a family, seven years of helping tech executives and early employees with their complex situations helped me appreciate just how important it is to build a solid financial foundation. During my time there, I earned the CERTIFIED FINANCIAL PLANNER™ designation and CFA® charter, sat on the investment committee, and led the firm's financial planning efforts. Adopted from Okinawa as a baby, I grew up in Hawaii and fell in love with the Bay Area during a high school summer program. I graduated Cum Laude from Santa Clara University with a B.S. in Economics (Mathematical Economics concentration) and a Math minor. Outside of work, you can find me on one of the Bay Area's many beautiful hiking trails, unwinding with some video games, or keeping up with an F1 race weekend.

I am committed to supporting individuals through life’s transitions—whether it’s a career shift, divorce, loss of a loved one, inheritance, or other major life events. Change can be overwhelming, and my mission is to help clients move through it with confidence, security, and a clear plan for what comes next. With a holistic and compassionate approach, I help simplify complex financial decisions—addressing everything from budgeting and cash flow to tax considerations, investment strategy, and estate planning. Each plan is personalized to reflect your goals, values, and unique circumstances. Since beginning my career in 2006, I’ve worked across wealth management, employee benefits, and financial education. Over the years, I’ve seen how empowering it can be when people gain control and understanding over their finances—especially during uncertain times. I’m particularly passionate about working with Solo Agers and women navigating life transitions. Having rebuilt my own financial foundation after becoming a single mom in 2010, I understand firsthand the challenges and opportunities that come with starting over. Through persistence and smart financial choices, I achieved one of my proudest milestones—purchasing my own condo in 2021. I am based in the San Francisco Bay Area and work with clients all across the country. In my spare time, I enjoy nature walks, biking, learning about health and nutrition, painting, sewing, and spending time with my daughter and our two rescue cats, Turbo and Tyson. If you're ready to embark on your financial journey with a trusted partner by your side, I invite you to schedule a complimentary consultation with me at https://calendly.com/jenniferbush-iwp/intro-call. Together, we'll navigate life's financial transitions with confidence and purpose.

Ethan Pepper is a fee-only, CERTIFIED FINANCIAL PLANNER™ professional, an Enrolled Agent, and a Registered Life Planner™. He earned a Bachelor of Science in Business Administration with a concentration in Finance from San Jose State University. Ethan started Orchard City Wealth Management, LLC after years of working for investment advisory firms that focused on helping older generations achieve their financial goals. He grew weary of financial service models that excluded individuals still establishing their wealth because they didn’t meet the minimum assets requirements to become a client. The notion that only established wealthy people use financial advisors didn’t sit well with Ethan. He wanted to help mid-career professionals thrive in their financial lives, too. Ethan services individuals and families who are establishing wealth and want a guide for their financial decisions to help them build and protect their money. He also continues to work with ultra-high-net-worth and high-net-worth clients. With over a decade of tax preparation experience, he completes his clients' wealth management with the necessary tax strategy and planning services for real-time savings and future income generation.

Chien Zhao is a Planning Consultant at Fidelity, a position held since 2021. He has over 10 years of experience in the financial services industry, with previous roles including Financial Solution Advisor at Merrill Edge, Bank of America in 2021, Financial Advisor at Edward Jones from 2019 to 2021, and Office Manager at Farmer's Insurance from 2014 to 2018. Chien's professional approach is shaped by his background growing up in a family of financial industry professionals, and he emphasizes planning-driven and goal-focused investing to help clients achieve financial success. He holds a California Insurance License.

Yadira Luna is a Financial Consultant at Fidelity Investments, where she partners with clients to develop tailored financial plans that emphasize tax-efficient investing. She utilizes Fidelity's extensive resources alongside her experience to co-create personalized financial roadmaps aimed at supporting her clients' families' financial well-being and long-term goals. Yadira has over 15 years of experience in banking and investments, having held various roles including Planning Consultant at Fidelity Investments, Financial Advisor at Merrill Lynch, and Client Relationship Associate at American Century Investments. Her background also includes positions in sales, service management, and accounting within the financial sector. She holds a California Insurance License. Outside of her professional work, Yadira enjoys activities such as spending time at the beach and lake, camping, family activities, parenthood, and reading.

Farzad Raufi is a Financial Consultant currently working at Fidelity Investments since 2022. He specializes in helping clients make confident financial decisions through personalized strategies, clear guidance, and building long-term partnerships based on trust and transparency. Prior to his current role, Farzad worked as a Financial Solutions Advisor at Merrill Lynch from 2018 to 2022. He holds a California Insurance License, supporting his expertise in financial consulting. Further details regarding his education or personal interests are not provided.

William Lloyd is a Wealth Management Advisor at Merrill Lynch Wealth Management. He began his financial advisory career in 1997 with Prudential Securities and joined Merrill Lynch in 2007. His client focus includes education planning, institutional investment consulting, retirement and legacy planning, philanthropic planning, socially responsible and ESG investing, tax minimization, and portfolio management services. William and his partners work with individuals, families, corporations, small businesses, endowments, and non-profit organizations to help manage a broad range of financial needs, including investing, estate planning, insurance, annuities, and financing solutions through affiliated institutions. He holds a Bachelor of Arts degree in Economics from the University of San Francisco. William has earned professional designations such as Certified Investment Management Analyst (CIMA) through the Investments & Wealth Institute, where he completed the educational component at the Wharton School of Business, Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Prior to his career in wealth management, he worked as an instructor and retail manager in the golf industry. A native of San Jose, California, William enjoys baseball, basketball, golfing, photography, and spending time with his family. He and his wife, Claire, have two children; their son works in finance, and their daughter studies vocal performance.

Jitendra Mehta is a Financial Services Advisor at Merrill Lynch Wealth Management. In his role, he focuses on helping clients identify their financial priorities and develop strategies to pursue their financial goals. He holds the designation of Personal Investment Advisor (PIA), reflecting his professional commitment to investment advisory services. Jitendra's approach centers on uncovering what matters most to clients and their families to tailor financial strategies accordingly.

Lauren Gray is a Senior Financial Advisor at Merrill Lynch Wealth Management. She provides goals-based wealth management services to affluent families, accomplished professionals, and successful business owners, offering advice and guidance tailored to clients' unique goals and priorities. Lauren's expertise encompasses a wide range of client focus areas including college education planning, executive and equity compensation services, family wealth management strategies, personal retirement planning, socially responsible and ESG investing, women and wealth, sports and entertainment, tax minimization, and retirement income. She emphasizes a personalized approach, placing the investor at the center and collaborating to develop financial strategies aligned with clients' life priorities. Lauren holds a Bachelor's Degree from San Jose State University and holds several professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), Retirement Accredited Financial Advisor (RAFA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). She is a member of CREWSV and NAWBO, and actively involved in the Silicon Valley Humane Society and Soroptimist International of Santa Clara Silicon Valley. Outside of work, Lauren enjoys biking, scuba diving, spending time with her family, traveling, and practicing yoga.