Welcome! I'm a CERTIFIED FINANCIAL PLANNER™ based in Sunnyvale, CA.
After spending the first 20 years of my career in corporate financial planning & analysis roles, I made the decision to leave a strong six-figure salary and Vice President title to pursue my passion for promoting financial wellness in the community while running my own business.
I launched Rivermark Wealth Management in early 2018 to make this vision a reality. We help our clients to reduce taxes, make smarter investment choices, and find financial peace of mind.