Palo Alto Wealth Advisors was founded by Stanford MBAs to help technology professionals and entrepreneurs navigate the complex arena of tech-centric wealth where risk concentration, illiquidity and taxes need to be factored into financial planning and wealth management. In doing so, I leverage my 20+ years of investment experience, which includes institutional investment management, private equity and corporate finance. Over the course of my career I've focused both on big-picture strategic issues while serving on company boards and managing portfolios and the detail-oriented blocking and tackling of analyzing investments and negotiating legal agreements. Both perspectives inform our plan