I am a fee-only, independent and fiduciary advisor providing wealth management services tailored for professionals building equity in their business, personal investments and employer stock. I started Olivehurst Advisors to be an aligned partner you can trust for personalized advice that supports your priorities, goals and values. I began my career as a corporate professional on Wall Street and later transitioned to running my own business while also starting a family. I learned to manage my finances on my own through planning and foresight – but also in hindsight by learning from mistakes. What I missed on my journey was having a financial advisor who was a partner to help me plan strategically. While I did have a few people to ask specific questions, often, I didn’t know the right questions to ask. This is why I started Olivehurst Advisors – to share what I’ve learned and be the partner I wish I had on my own journey. I've discovered the importance of my goals has grown over time. Yet, with increasing responsibilities, the demands on my time have grown just as much, if not more. Given many goals have a financial component, this prospect of decreasing time available to tackle increasingly valuable goals is a key reason why I believe there may not be a more impactful role that I can play than to help someone navigate their personal financial journey. So, I’m excited to partner with you to help you pursue your goals and feel more confident, secure and supported in your financial decisions.

Scott has had an interest in finance and investing ever since his first job delivering newspapers when he was eleven years old. He grew up in the home of a physician and scientist, studied finance and accounting and worked in Silicon Valley for a few years. After all these experiences, he has settled into the profession he always envisioned. He works with individuals and families in the medical, scientific and technology fields to understand their financial goals and dreams and develop a uniquely tailored financial plan. He strives to remove the pain points in his clients' financial lives, increase their confidence about the future and reduce the costs associated with their financial decisions. He loves the opportunity to provide this service. Scott is married and has four children. He enjoys music, along with his wife and daughter, and can sometimes be found building LEGOs with his three sons. He has also lived and traveled various places in the world and loves learning about history and culture.

My earliest memory of money is watching my mom sort through her large wallet of department store credit cards at the cash register to find the right one for payment. As a kid, it taught me that credit cards were normal and I didn't hesitate to get my first card as an adult. Our early experiences shape our relationship with money, making financial planning deeply personal. Everyone’s journey is unique, and I love learning about your life to create tailored advice that helps you live your best life. My personal journey includes: - Joining a fintech startup as the 4th employee, where I learned to pivot and adapt quickly. - Working with high-earning professionals, which taught me advanced tax-planning strategies. - Teaching financial education webinars, where I honed the ability to simplify complex concepts. We specialize in: - Working wealth accumulators with no minimum for asset management - Equity compensation planning (RSUs/ISOs or NSOs, ESPP) and IPO planning - Proactive tax planning - Working with single retired women Every day, I’m grateful to serve people.

Navigating retirement is one of life's biggest transitions, which is why you shouldn't face it alone. I founded Slalom Wealth in 2018 to help people like you overcome the unknowns of retirement and achieve the clarity, confidence, and support you deserve. I wanted to apply my 20+ years of financial experience to build an independent, fee-only firm that puts relationships first and guides clients through the challenges of retirement. As your financial partner, nothing is off the table. I want to be your first call when you're facing a tough question or new opportunity. As a CERTIFIED FINANCIAL PLANNER™ and a Chartered Financial Analyst® (CFA®), I have a deep commitment to the technical side of finances. But I also have a passion for helping you simplify the complex, answer the right questions, and understand your options so that you can fully enjoy retirement. I proudly live and work as a fiduciary financial advisor in Sacramento, California alongside my wife, Barbara. When I’m not working, you’ll probably find me: Riding my Peloton bike or boating on the Sacramento River Watching a Formula One race (I travel each year to watch one live!) Enjoying a bottle of my favorite wine, a Frank Family Chardonnay

I am an independent 'Fee-Only' financial planner and advisor. I am a fiduciary focused on giving objective, holistic, and comprehensive financial advice. I also work with individuals helping to navigate whatever stage of life you are in, from building wealth all the way to preserving what you’ve already worked hard to build. My background is in finance and financial planning. After receiving my Bachelor of Science degree from Sacramento State's Financial Planning program, I continued to advance my financial planning and advisory experience and knowledge by obtaining various credentials, including the CERTIFIED FINANCIAL PLANNER® marks, also known as the CFP® marks. This noteworthy designation is generally considered to be the 'Gold Standard' in financial planning. With my prior firm, I was responsible for creating many of the most complex financial plans. Additionally, I was on the firm's Investment Committee, playing a role in the direction of the various portfolio allocations and recommendations that were used for clients. I also provide outsourced financial planning services for other advisors through Foundation Financial Planning. In doing this work, I continue to improve and hone my planning skills by gaining valuable insight into how financial plans are done with a firm that specializes in doing plans for all sorts of advisors. I currently reside in Tucson Arizona, with my wife and young growing family. In my free time, I enjoy spending time with my family, exploring the outdoors, BBQing, and tinkering with things around the house.

Alberto Verdi is a Planning Consultant at Fidelity Investments, a role he has held since 2024. He focuses on assisting clients in pursuing financial well-being through thorough financial planning and developing practical financial roadmaps. Alberto has experience in financial services dating back to 2013. Prior to his current position, he was a Relationship Manager at Fidelity Investments from 2022 to 2024. Before that, he worked as an Insurance Agent at AAA NCNU from 2017 to 2022, and as a Private Client Banker at JP Morgan Chase from 2013 to 2017. He holds a California Insurance License.

Christopher Sinclair is a Senior Financial Advisor with over 10 years of experience in wealth management, currently affiliated with Merrill Lynch Wealth Management. He provides personalized financial strategies, focusing on family wealth management, personal retirement planning, and retirement income. Christopher works closely with successful entrepreneurs, corporate executives, and affluent families, many from the technology and life sciences sectors, offering tailored advice supported by the global resources of Bank of America. His approach emphasizes long-term planning and attentive client service, aiming to create customized solutions that address the unique priorities and needs of each client. Christopher’s professional designations include Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He holds a Bachelor's Degree from the University of California System. Outside of his professional work, Christopher dedicates time to volunteering in his community. He enjoys skiing, surfing, and traveling, and lives with his wife and two children.