Griffin Black, LLC

Soumyalakshmi Parasuraman is a CFP® with two years of industry experience, currently serving as a financial advisor at Griffin Black, LLC. Her prior roles include positions at J.P. Morgan Wealth Management, Merrill Lynch, and Bank of America N.A./Merrill Lynch. She has also held various positions in advisory and insurance companies over more than a decade. Griffin Black, LLC is a team of four advisors managing approximately $271 million in discretionary assets, serving executives, professionals, entrepreneurs, retirees, and small-business owners, with specialized experience in Silicon Valley tech and bio-tech sectors as well as clients with cross-border family or business interests. The firm offers Holistic Wealth Management, Investment Management, and ongoing financial planning tailored to individual client goals, incorporating diversified asset allocations and advanced analysis for executive compensation.

Terrence Palazzolo is a CFP® with seven years of industry experience, currently serving as an advisor at Griffin Black, LLC since 2020. His prior roles include positions at The Void, LLC, JLFranklin Wealth Planning, and Invest By Doing, LLC. Griffin Black, LLC is a team of four advisors managing approximately $271 million in discretionary assets, serving executives, professionals, entrepreneurs, retirees, and small-business owners, with a focus on Silicon Valley tech and bio-tech clients as well as those with cross-border family or business interests. The firm offers Holistic Wealth Management, ongoing financial planning, and tailored services such as advanced analysis for RSUs and executive compensation, using diversified asset-class allocations and integrating held-away and international assets into client relationships.

Manish Thomare is a financial advisor at Griffin Black, LLC with Series 65 and Series 66 licenses and one year of industry experience. Prior to joining Griffin Black, he worked at NewVision Software Inc and Persistent Systems Inc. Outside of his advisory role, Manish is an adjunct professor at California Science and Technology University and also provides technology consulting. Griffin Black, LLC is a team of four advisors managing approximately $271 million in discretionary assets, serving executives, professionals, entrepreneurs, retirees, and small-business owners, with a focus on Silicon Valley tech and bio-tech clients as well as those with cross-border family or business interests. The firm offers Holistic Wealth Management and tailored services including advanced analysis for RSUs and executive compensation, integrating held-away and cross-border assets into its advisory approach.

Kyla Sy Cip is a financial advisor with Griffin Black, LLC, holding a Series 65 designation and currently in the early stages of her career. She has experience working at Griffin Black since 2023 and previously held roles at the University of California, Riverside, and Western Pacific Wealth Management. Griffin Black, LLC is a team of four advisors managing approximately $271 million in discretionary assets, serving executives, professionals, entrepreneurs, retirees, and small-business owners, with particular expertise in Silicon Valley tech and bio-tech sectors and clients with cross-border family or business interests. The firm offers Holistic Wealth Management, investment management, and ongoing financial planning tailored to client goals, risk tolerance, and cash-flow needs.

Jane Beule is a CFP® professional with 20 years of experience in financial advising. She has been with Griffin Black, LLC since 2001. Griffin Black, LLC is a team of four advisors managing approximately $271 million in discretionary assets. The firm serves executives, professionals, entrepreneurs, retirees, and small-business owners, with expertise in working with Silicon Valley tech and bio-tech clients as well as those with cross-border family or business interests. Their approach includes Holistic Wealth Management, Investment Management, ongoing financial planning, and specialized analysis for RSUs and executive compensation.