Focus Areas

  • Wealth Strategies
  • Retirement Income Strategies
  • Portfolio Reviews
  • LGBT Finances
  • Intergenerational Planning
  • Charitable Giving

Personal Interests

  • Aviation
  • Motorcycles
  • Golfing
  • Traveling
  • Vintage Cars

Contact Me

To discuss working together, request a complimentary consultation:

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Office Information


Office Hours
Monday 08:30AM - 05:00PM
Tuesday 08:30AM - 05:00PM
Wednesday 08:30AM - 05:00PM
Thursday 08:30AM - 05:00PM
Friday 08:30AM - 02:00PM
Saturday Closed
Sunday Closed

Additional Hours

  • Web Conferencing


(866) 410-9481

Branch Team

  • Vera Mae Laver
    Branch Office Administrator
  • Marcos Montanez
    Branch Office Administrator
  • Diamond Tang
    Branch Office Administrator

Office Address

438 South Murphy Ave Suite 201
Sunnyvale, CA 94086
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