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About Services Overview Asset Protection Bitcoin Investment Management & Guidance Certified Financial Planner San Francisco Charitable Giving Strategies Company Equity Planning Financial Advisor San Francisco Financial Projections & Analysis Investment management Planning for Financial Independence Qualified small business stock (QSBS) Retirement Planning Startup Business Planning Tax Planning Wealth Management San Francisco Wealth Transfer Strategies 10b5-1 trading plan implementation and coordination Media Blog Pricing Client Portal Book a Meeting Account Login Upload Files Resources