ARE WE THE RIGHT FIT FOR YOU?
Our team focuses on serving the often-complex financial needs of technology professionals, medical/dental practitioners and other small business owners who appreciate our desire to deeply understand and deliver on what's most important to them. We have developed and refined a process for creating, understanding, implementing and maintaining holistic, personalized financial strategies that help keep multiple generations of the families we serve on track to achieving their financial priorities.
Our process begins with a detailed discovery meeting where we ask a series of questions that allow us to get to know what's most important to you and your family. Before you become a client, we will take the priorities you've identified, along with your financial details, and craft a detailed timeline of the topics we will address in the first year of our relationship. This disciplined, schedule-driven process allows us to deliver top-of-the-line service to serious, long-term investors with complex, interrelated and often competing financial needs. Once the key elements of your strategy are addressed, we will partner with you throughout your life to help keep you on track.
I grew up in Cupertino and I am proud to live in and serve the community where I was raised. I am married, and together with my wife, we have three young children. I enjoy gardening and attending Stanford Football games. I am proud to work alongside my office partner Uli Meyer. Uli came to the United States with her husband from Germany 26 years ago. They raised their four children in Cupertino and then Campbell. Uli loves entertaining and the cooking and baking that go along with it.
- Employee Stock Options
- Intergenerational Planning
- Estate & Legacy Strategies
- Entrepreneurs & Business Owners
- Socially Conscious Investing
- Special Needs Financial Considerations
My Personal Interests
- History and Museums
Phone NumberTodd Bergstrom at (408) 973-0629
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