I am a wealth manager in Silicon Valley/San Francisco, AMA
• I help tech employees/entrepreneurs manage their money
• Have worked in wealth management in SV & SF for 10+ years
• Our firm manages ~$4B and I head our San Francisco office. I'm also helping to build BrightPlan (digital wealth management solution) & teach personal finance at UC Berkeley Extension
EDIT: Thanks for the love everyone. I'll leave with one of my favorite podcasts of all time on money. Seems like many in the community would appreciate the topics discussed here: https://podcasts.apple.com/us/podcast/morgan-housel-the-psychology-of-money/id1241946146?i=1000439082944
My responses are for informational purposes only and should not be used as investment, tax, legal or accounting advice. All investing involves risk. Past performance is no guarantee of future results. Diversification does not ensure a profit or guarantee against a loss. You should consult your own investment, tax, legal and accounting advisors.