As a Private Wealth Advisor, Michael helps clients determine where they are financially and clarify where they want to go. He listens and takes into consideration each client’s unique strengths, assesses their risks, and helps them with strategies so their money works efficiently. Michael specializes in strategies for wealth management for technology professionals, and people who are transitioning into their retirement. Advice includes proper investment allocation, recommendations for 401ks, RSUs, ESPP, and other executive compensation decisions, and advice on real estate strategies and career transitions. He began his career at a global semiconductor company working on M&As, IPOs, an