Partnering with us is crucial for achieving their financial goals. We prioritize building trust and confidence with our clients by taking the time to understand their financial situation and always acting in their best interests. Working with us gives our clients peace of mind.
Passion for Excellence
Integrity
Lifetime Learning
Leading by Example
Accountability
Respect for Others
Credentials and Licensing: CRPC Certified, Licensed with Series 7, 66, & 31.
Services: Comprehensive Investment Management, Retirement Planning, Tax Planning, Estate Planning, Insurance, and More.
Compensation: Customized Fee-Based Planning and Investment Services.
Investment Philosophy: Value and Growth-Oriented Investment Approach.
We work with you to help simplify your life and provide the security that stems from knowing your financial plan is in place.
Over the course of 18 years, Ripple has honed her expertise in financial planning and asset management by collaborating with over a hundred households. She guided her clients through the challenges of the 2008 credit crisis and the 2020 pandemic.
Her role involves educating clients with the knowledge needed to navigate their financial journey. Ripple attained her Series 7 and 66, along with other professional credentials, during her tenure with Morgan Stanley and Voya Financial Advisors.
Since 2021, she has become an independent RIA; her commitment is to provide comprehensive financial guidance.
In addition to her professional pursuits, Ripple has a strong passion for community service and is dedicated to both her children and her clients.
Kelvin graduated from the University of California, Santa Barbara, and holds a California license in life and health insurance. He has passion for helping people stay healthy, protect their families, and safeguard their assets.
Kelvin excels in a dynamic role that requires both technical expertise and client relationship management skills. He finds fulfillment in meeting his clients' needs and exceeding their expectations.
Kelvin is dedicated to personal and professional growth. He works out at the gym several times a week and enjoys attending networking events to connect with people from diverse backgrounds. He also enjoys reading physical and audio books to stay inspired and driven. He attends Sunday morning services at Resonate Church in Fremont.
Meet our team member, an accomplished civil engineer with a Master's degree and a PhD candidate. Her passion for solving complex technical challenges is a testament to her deeply ingrained intelligence and love for her craft.
Having co-founded a public company and retired, she brings with her a wealth of experience and wisdom. She approaches her work with sharp focus and unwavering diligence, exemplifying a positive attitude that inspires those around her.
We are extremely grateful to have her as a part of our team, where she continues to make valuable contributions and shares her expertise with others. Her exceptional skills, unwavering commitment, and can-do spirit are an inspiration to all of us.
As part of the premier advisory team, we are supported by a dedicated and highly qualified crew who are responsible for daily tasks such as portfolio analysis, investment proposals, back-office administration, and compliance support. They take their work seriously and are committed to making our clients successful. Our platform is equipped with state-of-the-art fintech tools that enable us to conduct sophisticated analytical activities.
One of the key capabilities of our platform is portfolio analysis, which helps us determine the strengths and weaknesses of an investment portfolio and identify areas for improvement. Our team of experts can identify and adjust the asset allocation to align with the investor's goals and risk tolerance. With our team's analytical abilities and the cutting-edge technology at our disposal, we can help our clients make informed investment decisions and achieve their financial objectives.
Financial Planning
Insurance Planning
Investment Planning
Technology Management
We look forward to providing you with the foundation you need to achieve your dreams. Get in touch with us using the form below or give us a call to get started.
