The advisor listed is an Ameriprise financial advisor in San Francisco. Comments are not verified, may not be accurate and are not necessarily representative of the experiences of the advisor's clients. Your financial numbers have little meaning until I understand what's going on in your life and what you hope to accomplish. That's why I work hard to get to know you, creating a comfortable space where you can share your goals so we can create a plan that reflects your views and values. I focus on the complex puzzles presented by things like your retirement planning and employee stock options, and as a father, I'm passionate about helping families provide for, educate, and protect their loved ones. As my client, I believe you can benefit from the wide skill set of the entire Brio Financial Group team. Our advisors each have different areas of focus, ranging from retirement planning strategies to employee stock options to real estate investment vehicles and estate planning strategies. We aim to serve the San Francisco Bay Area in all its diversity, specializing in the unique needs of the LGBT community. We employ out-of-the-box thinking to help non-traditional families and individuals navigate the constantly-changing complexities of taxes, estate planning, insurance and more..................