About
Many STEM professionals prefer to remain actively involved in their financial decisions. Synergos provides the analysis, structure and ongoing guidance to help you make those decisions with greater clarity.
Who Synergos Is Designed For
The firm primarily works with professionals who are actively building wealth and navigating increasingly interconnected financial decisions.
Technologists & Engineers
Professionals managing growing portfolios, equity compensation, employee benefits, taxes and competing financial priorities.
Researchers & Technical Leaders
People who value evidence, structured analysis and understanding the trade-offs behind a recommendation.
Executives & Entrepreneurs
Professionals whose financial decisions increasingly involve concentration risk, taxes, business interests and long-term planning.
A Systems-Oriented Approach to Financial Planning
Financial decisions rarely exist in isolation. Investments, taxes, equity compensation, cash flow and long-term goals all interact.
How I Think About Planning
I have always enjoyed working with people, numbers and technology. Financial planning brings those interests together.
My approach is built around simplifying complexity, identifying the decisions that matter most and using deeper analysis when it can improve the quality of a decision.
Experience Across Finance and Technology
For nearly two decades, I have worked with entrepreneurs, business owners, executives, technologists and researchers on financial planning and investment decisions.
Before becoming a financial advisor, my career included financial technology, investment analytics and operations. That experience continues to influence how Synergos approaches systems, data and decision-making.
Credentials & Education
Professional training combines financial planning, portfolio management, finance and economics.
Professional Credentials
- CFP® CERTIFIED FINANCIAL PLANNER™ Professional
- AAMS® Accredited Asset Management Specialist℠
- APMA® Accredited Portfolio Management Advisor℠
- Series 66 – Uniform Combined State Law
Education
- Master of Science, Finance
Golden Gate University - Bachelor of Arts, Economics and International Relations
University of California, Davis
Professional Experience
A career spanning financial advice, investment analytics, technology and entrepreneurship.
Ameriprise
Edward Jones
Photon Power
Morgan Stanley Capital International and Barra Inc.
Professional Affiliations
Professional organizations provide additional standards, education and independent credential verification.
NAPFA-Registered Financial Advisor
National Association of Personal Financial Advisors
CFP® Professional Verification
CFP Board
Fee-only financial planning network
Financial Planning Association
Professional financial planning association
Directory of fee-only financial advisors
Good planning should make complex decisions easier to understand.
Synergos combines structured analysis, technology and ongoing advice to help you make financial decisions with greater clarity and discipline.