Biotech Professionals

We are fortunate to have settled years ago in America’s Finest City, San Diego, which is one of the nation’s best Biotech hubs. Biotech is similar to my high tech background, in terms of equity and total compensation packages, and knowing the local area and resources, we help Biotech professionals with the following:


  • Cash Flow Planning
  • Investment & Employer Benefit Plan Optimization
  • ESPP and RSUs
  • Life-long Tax planning
  • Retirement Planning
  • College Planning
  • Risk Management and Insurance
  • Real Estate Planning
  • Estate and Legacy Planning