Personalized financial advice and tax planning

Hi, I’m Peter. I’m a commission-free, fiduciary financial planner helping modern professionals build financial independence.

Optimize your money to finally be confident and have peace of mind about your finances.

Let’s Talk

As featured in:

Financial, Tax, and Equity Compensation Advice

you constantly have financial decisions to make.

Employee benefits and 401(k)s.
How and when to exercise your stock options.
Negotiating job offers and career moves.
ESPPs, RSUs, and deferred comp.
Insurance questions along with if you need a will or a trust.
Saving and investing properly to live the life you want now without sacrificing your future.

How do you know you are not missing something and are making the right choices? Want to create a plan to make each decision confidently while freeing up your time and reducing financial stress?

Get Started Now

In 2020 alone, start up employees left $5 Billion on the table by not having a strategy to exercise their stock options.
The state of stock options 2020 reporT

How To Get Started

Taking the first step of talking with an advisor can be intimidating. I have a straightforward process that begins with scheduling an intro meeting to get to know one another. The purpose of this call is to understand your questions and what you are looking for in a financial planner to make sure we are a good fit.

We will also discuss the costs, how we help clients, and the value our specialized, objective expertise can bring. There is no cost for this call and no hard sell. I am a fee-only financial planner and a CFP® professional, so I do not sell products like insurance or receive commissions.

Book your free intro call on our calendar below or if you have questions, call us at (858) 999-3550.

How I Became a Financial Planner

I grew up in San Diego and have had a life-long passion for personal finance, investing, business…and golf.

I played collegiately for the UCLA golf team and was lucky enough to play professionally worldwide for ten years. During that time, I also helped manage and consult for multiple businesses in the golf, performance technology, and sports apparel industry.

Running my own business as a golfer and then working with companies ranging from startups to the largest brands in the sports world, I quickly learned that personal finance and investing are confusing and intimidating topics for many people. Even the smartest people can be stressed and unsure where to start organizing and planning their financial lives. This was when I knew I wanted to take this lifelong passion and turn it into my career.