President / Wealth Manager
I started APIM with one mission: to help tech professionals make smarter financial decisions, especially when equity, taxes, and big life transitions are in the mix. Because let’s face it, decoding RSUs and IPO timelines shouldn’t feel harder than debugging code at 2 a.m.
After seeing too many brilliant minds overwhelmed by financial complexity (and stuck with cookie-cutter advice), I wanted to build something better: personalized, strategic guidance that fits the high-stakes world you live in. Think of me as your financial sounding board, accountability partner, and occasional voice of reason when that second home looks tempting.
Whether you’re prepping for a liquidity event or wondering if you can finally quit your 9-to-5 without panic, I’m here to help you make confident, informed decisions.
Ready to simplify your financial life and maybe even enjoy it?
