LET'S FIND YOUR FINANCIAL
STRIDE

A FEE-ONLY FINANCIAL PLANNER FOR MID-CAREER PROFESSIONALS .

Helping you align your money with your values.

YOU HAVE EQUITY COMPENSATION AND YOU'RE NOT SURE WHERE TO BEGIN.

RSUs, ESPPs, and stock options can be overwhelming. We will help you understand them and develop a personalized strategy that fits your unique goals while maximizing your equity compensation.

ABOUT STRIDE

I founded Stride to bring quality financial planning to mid-career professionals with tranparant pricing. Decisions we make early in life can have a tremendous impact on our financial future. Unfortunately, finding quality financial planning can be challenging without a large investment portfolio. A large percentage of advisors in the financial services industry sell products and earn commissions from the products they sell. This creates a direct conflict of interest in the advice they provide. Stride is an independent fee-only firm. We do not sell financial products or earn commissions. I'm David, the lead financial planner at Stride and I serve in a fiduciary capacity for my clients. I'm passionate about working with mid-career professions who are in need of advice to optimize their wealth building journey. If you're looking for financial advice without pushy salespeople, products, or commissions, you've come to the right place.

ABOUT

I'M DAVID.

I’m a husband and dad to three beautiful children. I have always had a passion for personal finance. As I began to navigate life in my 30’s with a growing family, home purchases, student loan debt, planning for retirement, and college savings for my children, I decided to turn my passion into a career to help others. I returned to school through the UC Berkeley Extension program and earned a graduate certificate in Personal Financial Planning. As a financial planner, I enjoy helping my clients navigate financial issues in order to bring peace and confidence surrounding their finances.

I believe in conflict free financial advice, the way it should be. I don’t sell products or earn commissions from your investment portfolio with confusing fees. I'm an independent fee-only financial planner. My fee is clear and fixed, which eliminates surprises and promotes transparency. I’m also a fiduciary, which means I’ve taken an oath to act solely in your best interest.

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