Frank Rimerman Advisors LLC

Brian Kreischer is a financial advisor with Frank Rimerman Advisors LLC in San Francisco, CA, holding a Series 65 designation and 22 years of industry experience. He has been with Frank, Rimerman & Co., LLP since 1991, where he serves as a Certified Public Accountant and business services partner. Frank, Rimerman Advisors LLC provides financial planning and wealth management services primarily to high-net-worth individuals, qualified investors, trusts, estates, and charitable organizations. The firm follows a long-term investment philosophy, constructing diversified portfolios tailored to clients’ objectives and risk tolerance, and offers both discretionary and non-discretionary account management.

Patrick Sullivan is a CFA® charterholder with 22 years of experience in the financial advisory industry. He has been with Frank, Rimerman Advisors LLC since 2003. The firm provides financial planning and wealth management primarily to high-net-worth individuals, qualified investors, trusts, estates, and charitable organizations. Frank, Rimerman Advisors tailors investment strategies to client objectives and risk tolerance, utilizing diversified portfolios and a long-term investment approach that includes third-party asset managers and ongoing portfolio reviews.

Adam Gensler is a CFP® with eight years of industry experience, currently serving as a financial advisor at Frank, Rimerman Advisors LLC in Palo Alto, CA. He has been a tax partner at Frank, Rimerman & Co. LLP, a public accounting firm, since 2012. Frank, Rimerman Advisors LLC provides financial planning, wealth management, and portfolio advisory services primarily to high-net-worth individuals, qualified investors, trusts, estates, and charitable organizations. The firm employs a long-term investment philosophy and constructs diversified portfolios tailored to each client’s objectives and risk tolerance.