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Independent CFP® | 27+ Years Helping Tech Innovators Thrive Financially
3000 El Camino Real, Building 4, Suite 200, Palo Alto, CA 94306
📍 303 Twin Dolphin Drive, 6th Floor, Redwood Shores, CA 94065
📍 3005 South Lamar Blvd., Suite D109, #103, Austin, TX 78704
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Yale University, BA, Ethics, Politics, & Economics
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