Skip to content
We are defined by integrity and devotion to our clients and investment partners.
We are passionate, purposeful, and community oriented .

Silicon Beach Wealth?

We believe in diversity first – not just as an investing technique. Our firm is diverse, and we actively seek investments that represent everyone.

How We Operate

Flexible Fee

Our goal is to simplify your life. We look across your entire financial picture and provide the advice you need on the schedule you want.

To make this work for everyone, we have two consulting levels: monthly or quarterly.


We select investments based on two things: their fit for you and their fit for a thriving community.

We demand that all of our portfolio companies demonstrate commitment to our curated ESG principles.

Traditional and Alternative
Investments, Working Together

Some investments need to be held long-term to realize their potential.

We take care to balance those strategies against short-term needs, ensuring that you’re prepared for everything life throws at you.

Our Team

Founder & CEO
Advisor, investor and entrepreneur with more than 20 years in the industry. LA native and UCLA Alum. Wealth management experience with Smith Barney, Schwab, Ameriprise, and independent advisory practices.

Passionate about impact investing, diversity + inclusion, and the arts.

You can find me running along the Strand in Santa Monica (often after my children), browsing the latest exhibitions at LACMA, or cheering on the Dodgers.
Client service professional, community organizer, outdoorswoman. UCSD Alum. Skilled in bespoke client service delivery, FinTech adoption, and charitable giving strategies. Diversity advocate and volunteer with the Junior League of Los Angeles.