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.

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.

Christopher Polacek is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2020. He has been with Fidelity Investments since 2013, progressing through roles including Financial Consultant, Investment Consultant, Relationship Manager, and Financial Representative. His work focuses on helping high net worth clients develop comprehensive financial plans to navigate various market conditions. Christopher holds a California Insurance License, supporting his ability to provide diverse financial advice. His professional approach centers on wealth planning and addressing complex financial situations. Outside of his professional responsibilities, Christopher engages in family activities, fitness, golf, movies, spending time with pets, and traveling.

Aaron Braun is a Planning Consultant at Fidelity Investments. In this role, he works directly with clients to help them define and pursue their life goals, aiming to foster confidence in their financial futures. Prior to his current position, Aaron served as a Relationship Manager at Fidelity Investments from 2024 to 2025 and as a Financial Representative from 2023 to 2024. He holds a California Insurance License. Outside of his professional work, Aaron enjoys family activities, football, hiking, outdoor adventures, parenthood, and running.

David Kluenker is an Investment Consultant at Fidelity Investments, a role he has held since 2024. He focuses on understanding clients' needs and priorities to provide tailored perspectives and professional insights that support informed financial planning decisions. David has extensive experience in the financial services industry. Prior to his current position, he served as a Senior Investment Specialist at Principal Financial Group from 2019 to 2023, and as an Internal Wholesaler at the same firm from 2007 to 2019. He began his career as a Financial Representative with Northwestern Mutual from 2001 to 2007. He holds a California Insurance License. Outside of his professional work, David has personal interests that include cars, family activities, fitness, movies, skiing, and traveling.