Our experienced team offers a family-office style approach to working with clients. We serve select families, with a particular focus on tech and biotech professionals as well as business owners, by addressing their sophisticated needs and ambitious goals. Over the past decade, we helped to create tailored wealth strategies for our clients that include estate considerations and risk assessment. Working closely with our clients' professional partners, CPAs and attorneys, we are helping our clients determine the most appropriate financial strategy for them and their families. We aim to help you achieve your financial goals, while bringing a level of customization and attention you are not likely to have ever encountered.

I believe it is important to understand the level of risk you're comfortable accepting when investing, so we can balance it with the steps necessary to reach your long-term goals. We want you to feel understood, informed, in control and secure, so you can have the time and confidence to focus on what brings the most meaning to your life.

I am originally from Israel and have lived in Alameda, CA, for many years now. I currently hold the CFP® certification, as well as the CRPS™ and AAMS™ designations. Since joining Edward Jones in 2009, I served in many leadership roles such as the client solution leader and the performance leader helping Edward Jones teams in the Bay Area, and in 2018, I became a limited partner with the firm.

For many years, I have been serving the broader Bay Area community as a board member for the Peralta Colleges Foundation and Rotary. I am also a part of the MIT AgeLab PLAN panel, and in 2020, I attended the Forbes "What's Ahead" Top Advisors Summit.

Our branch office support team consists of Athena Paschal and Glory Thomason. Together, we are dedicated to providing you with the highest level of service and care possible. But we're not alone! Thousands of professionals and advanced technology support our office to ensure you receive the most current and timely guidance. Working together, we can help you develop a tailored strategy to help you achieve your goals.

When I am not working, I enjoy spending quality time with my wife, Edee, and my two daughters, Ella and Maya. You may also find me at the San Francisco Aquarium of the Bay, where I volunteer as a scuba diver feeding and caring for the various marine animals.

Focus areas

  • Charitable Giving
  • Employee Stock Options
  • Socially Conscious Investing
  • Entrepreneurs & Business Owners
  • Intergenerational Planning
  • Estate & Legacy Strategies

My Personal Interests

  • Volunteering
  • Scuba Diving
  • Surfing
  • Mountain Biking
  • Traveling

Office Information

Office Hours

Office Hours
Mon 08:00AM - 04:30PM
Tue 08:00AM - 04:30PM
Wed 08:00AM - 04:30PM
Thu 08:00AM - 04:30PM
Fri 08:00AM - 02:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Web Conferencing

Branch Team

Email Me

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