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About Services Overview 10b5-1 Trading Plan Implementation & Coordination Asset Protection Bitcoin Investment Management & Guidance Charitable Giving Strategies Company Equity Planning Financial Projections & Analysis Investment Management LGBTQ+ Financial Planning Planning for Financial Independence Property & Casualty Insurance Qualified Small Business Stock (QSBS) Retirement Planning Socially Responsible Investment Advisors Startup Business Planning Tax Planning Tax Preparation Wealth Transfer Strategies Certified Financial Planner San Francisco Financial Advisor San Francisco Wealth Management San Francisco Media Blog Pricing Client Portal Account Login Book a Meeting Upload Files Resources